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 8-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 | $25,483 | $109,881-76.8% | $150,045-83.0% | $84,808-70.0% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.5pp | 68.3%+7.6pp |
| Annual return | 25.48% | 28.25%-2.8pp | 62.55%-37.1pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,930 | $3,561-17.7% | $4,693-37.6% | $2,631+11.4% |
| Participant deferral / active EE | $5,382 | $6,636-18.9% | $7,997-32.7% | $4,212+27.8% |
| Admin fee / account holder | $500 | $8,568-94.2% | $13,435-96.3% | $7,344-93.2% |