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 | $24,722 | $73,933-66.6% | $96,683-74.4% | $75,163-67.1% |
| Participation rate | 73.8% | 66.4%+7.4pp | 74.3%-0.5pp | 67.2%+6.7pp |
| Annual return | 17.30% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,880 | $2,928-35.8% | $3,737-49.7% | $2,670-29.6% |
| Participant deferral / active EE | $3,155 | $3,659-13.8% | $4,878-35.3% | $4,125-23.5% |
| Admin fee / account holder | $317 | $5,216-93.9% | $6,730-95.3% | $5,651-94.4% |