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 | $31,797 | $117,983-73.0% | $101,794-68.8% | $142,382-77.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 15.52% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,077 | $2,773+443.7% | $2,289+558.7% | $4,299+250.7% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $528 | $10,433-94.9% | $8,777-94.0% | $12,624-95.8% |