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 5-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 | $25,727 | $114,381-77.5% | $107,525-76.1% | $142,382-81.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,656 | $4,015-58.7% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $2,713 | $5,564-51.2% | $5,116-47.0% | $6,507-58.3% |
| Admin fee / account holder | $4,013 | $9,860-59.3% | $8,919-55.0% | $12,624-68.2% |