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 6-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 | $17,586 | $124,281-85.8% | $109,143-83.9% | $167,490-89.5% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 29.93% | 26.04%+3.9pp | 25.75%+4.2pp | 478.56%-448.6pp |
| Employer contribution / active EE | $3,279 | $4,207-22.1% | $3,722-11.9% | $4,837-32.2% |
| Participant deferral / active EE | $9,898 | $5,255+88.4% | $4,653+112.7% | $6,341+56.1% |
| Admin fee / account holder | $1,635 | $7,970-79.5% | $6,752-75.8% | $12,309-86.7% |