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 | $25,589 | $106,515-76.0% | $96,683-73.5% | $139,434-81.6% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 15.43% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,044 | $4,103-74.5% | $3,737-72.0% | $4,751-78.0% |
| Participant deferral / active EE | $1,428 | $5,454-73.8% | $4,878-70.7% | $6,710-78.7% |
| Admin fee / account holder | $997 | $7,877-87.3% | $6,730-85.2% | $11,403-91.3% |