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 10-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 | $24,380 | $117,983-79.3% | $101,794-76.0% | $142,382-82.9% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 21.78% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,041 | $4,714-14.3% | $4,084-1.0% | $6,507-37.9% |
| Admin fee / account holder | $2,350 | $10,433-77.5% | $8,777-73.2% | $12,624-81.4% |