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 9-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 | $28,183 | $110,257-74.4% | $96,544-70.8% | $139,434-79.8% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 14.21% | 26.32%-12.1pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,637 | $3,620-54.8% | $2,965-44.8% | $4,751-65.5% |
| Participant deferral / active EE | $4,016 | $5,548-27.6% | $4,851-17.2% | $6,710-40.1% |
| Admin fee / account holder | $7,486 | $11,591-35.4% | $8,252-9.3% | $11,403-34.3% |