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 9-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 | $25,226 | $117,841-78.6% | $102,423-75.4% | $145,922-82.7% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 11.59% | 31.65%-20.1pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,406 | $3,615-61.1% | $3,023-53.5% | $4,660-69.8% |
| Participant deferral / active EE | $2,703 | $5,731-52.8% | $5,053-46.5% | $6,688-59.6% |
| Admin fee / account holder | $1,148 | $13,326-91.4% | $9,451-87.9% | $13,397-91.4% |