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 | $30,290 | $201,272-85.0% | $184,203-83.6% | $145,922-79.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 19.28% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,636 | $7,022-34.0% | $6,427-27.9% | $4,660-0.5% |
| Participant deferral / active EE | $5,899 | $9,806-39.8% | $9,131-35.4% | $6,688-11.8% |
| Admin fee / account holder | $608 | $16,364-96.3% | $13,901-95.6% | $13,397-95.5% |