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 3-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 | $25,107 | $117,841-78.7% | $102,423-75.5% | $145,922-82.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 11.12% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,008 | $3,615-44.5% | $3,023-33.6% | $4,660-56.9% |
| Participant deferral / active EE | $2,709 | $5,731-52.7% | $5,053-46.4% | $6,688-59.5% |
| Admin fee / account holder | $11,302 | $13,326-15.2% | $9,451+19.6% | $13,397-15.6% |