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 | $26,633 | $177,572-85.0% | $154,803-82.8% | $142,382-81.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.83% | 65.07%-46.2pp | 58.88%-40.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,032 | $4,810-78.5% | $4,305-76.0% | $4,299-76.0% |
| Participant deferral / active EE | $1,942 | $6,272-69.0% | $5,540-64.9% | $6,507-70.2% |
| Admin fee / account holder | $1,403 | $16,786-91.6% | $14,329-90.2% | $12,624-88.9% |