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 9-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 | $21,051 | $54,705-61.5% | $71,209-70.4% | $84,808-75.2% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 20.53% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $878 | $2,158-59.3% | $2,721-67.7% | $2,631-66.6% |
| Participant deferral / active EE | $3,057 | $3,030+0.9% | $4,175-26.8% | $4,212-27.4% |
| Admin fee / account holder | $336 | $4,863-93.1% | $5,349-93.7% | $7,344-95.4% |