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 4-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 | $20,292 | $114,381-82.3% | $107,525-81.1% | $142,382-85.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 16.90% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,899 | $4,015-52.7% | $3,754-49.4% | $4,299-55.8% |
| Participant deferral / active EE | $2,213 | $5,564-60.2% | $5,116-56.7% | $6,507-66.0% |
| Admin fee / account holder | $2,774 | $9,860-71.9% | $8,919-68.9% | $12,624-78.0% |