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 | $24,859 | $110,257-77.5% | $96,544-74.3% | $139,434-82.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 15.08% | 26.32%-11.2pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,763 | $3,620-51.3% | $2,965-40.5% | $4,751-62.9% |
| Participant deferral / active EE | $3,602 | $5,548-35.1% | $4,851-25.7% | $6,710-46.3% |
| Admin fee / account holder | $2,198 | $11,591-81.0% | $8,252-73.4% | $11,403-80.7% |