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 3-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 | $36,973 | $102,317-63.9% | $146,958-74.8% | $80,856-54.3% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 15.35% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,779 | $3,713-52.1% | $4,933-63.9% | $2,755-35.4% |
| Participant deferral / active EE | $5,156 | $6,644-22.4% | $8,070-36.1% | $4,296+20.0% |
| Admin fee / account holder | $6,707 | $7,941-15.5% | $12,998-48.4% | $6,918-3.1% |