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 6-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 | $28,410 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.19% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,390 | $5,313-73.8% | $4,672-70.2% | $4,660-70.2% |
| Participant deferral / active EE | $9,749 | $6,462+50.9% | $5,626+73.3% | $6,688+45.8% |
| Admin fee / account holder | $3,834 | $19,313-80.1% | $15,912-75.9% | $13,397-71.4% |