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 | $22,084 | $78,672-71.9% | $109,143-79.8% | $85,850-74.3% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 21.71% | 25.09%-3.4pp | 25.75%-4.0pp | 318.53%-296.8pp |
| Employer contribution / active EE | $1,631 | $2,735-40.4% | $3,722-56.2% | $2,565-36.4% |
| Participant deferral / active EE | $2,078 | $3,467-40.1% | $4,653-55.3% | $3,952-47.4% |
| Admin fee / account holder | $1,244 | $5,469-77.3% | $6,752-81.6% | $6,260-80.1% |