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 | $20,234 | $65,365-69.0% | $92,893-78.2% | $72,985-72.3% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.0%-1.6pp | 69.5%+4.9pp |
| Annual return | 24.39% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,768 | $2,594-31.8% | $3,653-51.6% | $2,440-27.5% |
| Participant deferral / active EE | $3,227 | $3,128+3.1% | $4,236-23.8% | $3,607-10.6% |
| Admin fee / account holder | $631 | $4,251-85.2% | $5,794-89.1% | $5,124-87.7% |