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 | $23,680 | $159,602-85.2% | $150,045-84.2% | $142,382-83.4% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 20.61% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,741 | $4,961-64.9% | $4,693-62.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,809 | $8,310-66.2% | $7,997-64.9% | $6,507-56.8% |
| Admin fee / account holder | $7,002 | $14,846-52.8% | $13,435-47.9% | $12,624-44.5% |