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 8-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 | $22,706 | $106,515-78.7% | $96,683-76.5% | $139,434-83.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.72% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,081 | $4,103-49.3% | $3,737-44.3% | $4,751-56.2% |
| Participant deferral / active EE | $2,882 | $5,454-47.2% | $4,878-40.9% | $6,710-57.1% |
| Admin fee / account holder | $1,433 | $7,877-81.8% | $6,730-78.7% | $11,403-87.4% |