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 | $27,203 | $64,839-58.0% | $95,585-71.5% | $84,808-67.9% |
| Participation rate | 93.3% | 63.8%+29.5pp | 72.1%+21.3pp | 68.3%+25.0pp |
| Annual return | 16.99% | -670.96%+687.9pp | 38.56%-21.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,157 | $1,759-34.2% | $2,527-54.2% | $2,631-56.0% |
| Participant deferral / active EE | $4,327 | $2,965+46.0% | $4,023+7.6% | $4,212+2.7% |
| Admin fee / account holder | $6,567 | $5,964+10.1% | $6,127+7.2% | $7,344-10.6% |