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 | $24,132 | $78,672-69.3% | $109,143-77.9% | $85,850-71.9% |
| Participation rate | 72.7% | 68.3%+4.5pp | 75.9%-3.1pp | 69.3%+3.4pp |
| Annual return | 17.54% | 25.09%-7.5pp | 25.75%-8.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,350 | $2,735-14.1% | $3,722-36.9% | $2,565-8.4% |
| Participant deferral / active EE | $4,842 | $3,467+39.6% | $4,653+4.1% | $3,952+22.5% |
| Admin fee / account holder | $612 | $5,469-88.8% | $6,752-90.9% | $6,260-90.2% |