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 | $19,346 | $127,065-84.8% | $113,168-82.9% | $142,382-86.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 16.24% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,174 | $3,442-65.9% | $2,975-60.6% | $4,299-72.7% |
| Participant deferral / active EE | $2,343 | $5,716-59.0% | $5,107-54.1% | $6,507-64.0% |
| Admin fee / account holder | $2,438 | $15,736-84.5% | $12,068-79.8% | $12,624-80.7% |