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 | $19,684 | $61,605-68.0% | $112,229-82.5% | $75,163-73.8% |
| Participation rate | 95.9% | 61.7%+34.2pp | 72.4%+23.5pp | 67.2%+28.7pp |
| Annual return | 17.75% | 28.47%-10.7pp | 30.20%-12.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,827 | $2,015-9.4% | $3,430-46.8% | $2,670-31.6% |
| Participant deferral / active EE | $2,618 | $3,108-15.8% | $4,798-45.4% | $4,125-36.5% |
| Admin fee / account holder | $671 | $4,862-86.2% | $7,748-91.3% | $5,651-88.1% |