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 | $26,164 | $93,571-72.0% | $135,903-80.7% | $75,163-65.2% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 16.18% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,326 | $3,537-62.5% | $4,856-72.7% | $2,670-50.3% |
| Participant deferral / active EE | $2,570 | $6,404-59.9% | $7,758-66.9% | $4,125-37.7% |
| Admin fee / account holder | $924 | $6,975-86.7% | $10,762-91.4% | $5,651-83.6% |