See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,538 | $99,877-78.4% | $84,966-74.7% | $145,922-85.2% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 12.03% | 83.76%-71.7pp | 66.38%-54.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,530 | $3,231-52.7% | $2,727-43.9% | $4,660-67.2% |
| Participant deferral / active EE | $3,163 | $5,291-40.2% | $4,519-30.0% | $6,688-52.7% |
| Admin fee / account holder | $2,863 | $7,248-60.5% | $6,149-53.4% | $13,397-78.6% |