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 7-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 | $21,213 | $106,515-80.1% | $96,683-78.1% | $139,434-84.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 14.64% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,656 | $4,103-59.6% | $3,737-55.7% | $4,751-65.1% |
| Participant deferral / active EE | $4,852 | $5,454-11.0% | $4,878-0.5% | $6,710-27.7% |
| Admin fee / account holder | $1,242 | $7,877-84.2% | $6,730-81.5% | $11,403-89.1% |