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 10-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 | $27,986 | $165,335-83.1% | $149,696-81.3% | $158,922-82.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.06% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,883 | $5,103-63.1% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $4,812 | $7,181-33.0% | $6,842-29.7% | $5,982-19.6% |
| Admin fee / account holder | $307 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |