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 3-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 | $25,997 | $214,378-87.9% | $200,582-87.0% | $142,382-81.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 20.25% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,926 | $6,841-71.9% | $6,419-70.0% | $4,299-55.2% |
| Participant deferral / active EE | $4,922 | $9,865-50.1% | $9,331-47.3% | $6,507-24.4% |
| Admin fee / account holder | $492 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |