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 | $27,189 | $127,065-78.6% | $113,168-76.0% | $142,382-80.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.73% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,675 | $3,442-51.3% | $2,975-43.7% | $4,299-61.0% |
| Participant deferral / active EE | $2,811 | $5,716-50.8% | $5,107-45.0% | $6,507-56.8% |
| Admin fee / account holder | $2,521 | $15,736-84.0% | $12,068-79.1% | $12,624-80.0% |