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 | $25,705 | $109,881-76.6% | $150,045-82.9% | $84,808-69.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 15.84% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,240 | $3,561-37.1% | $4,693-52.3% | $2,631-14.9% |
| Participant deferral / active EE | $6,220 | $6,636-6.3% | $7,997-22.2% | $4,212+47.7% |
| Admin fee / account holder | $4,150 | $8,568-51.6% | $13,435-69.1% | $7,344-43.5% |