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 4-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 | $28,314 | $114,381-75.2% | $107,525-73.7% | $142,382-80.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 18.06% | 242.71%-224.6pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,194 | $4,015-20.4% | $3,754-14.9% | $4,299-25.7% |
| Participant deferral / active EE | $3,661 | $5,564-34.2% | $5,116-28.4% | $6,507-43.7% |
| Admin fee / account holder | $1,516 | $9,860-84.6% | $8,919-83.0% | $12,624-88.0% |