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 | $25,718 | $165,335-84.4% | $149,696-82.8% | $158,922-83.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.24% | 348.15%-329.9pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,364 | $5,103-73.3% | $4,644-70.6% | $4,761-71.4% |
| Participant deferral / active EE | $3,553 | $7,181-50.5% | $6,842-48.1% | $5,982-40.6% |
| Admin fee / account holder | $1,641 | $10,807-84.8% | $9,309-82.4% | $11,246-85.4% |