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 | $26,619 | $111,754-76.2% | $103,333-74.2% | $145,922-81.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.61% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,040 | $4,212-51.6% | $3,868-47.3% | $4,660-56.2% |
| Participant deferral / active EE | $2,952 | $5,619-47.5% | $5,057-41.6% | $6,688-55.9% |
| Admin fee / account holder | $3,211 | $9,750-67.1% | $8,355-61.6% | $13,397-76.0% |