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 6-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 | $21,543 | $106,515-79.8% | $96,683-77.7% | $139,434-84.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 22.02% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,689 | $4,103-58.8% | $3,737-54.8% | $4,751-64.5% |
| Participant deferral / active EE | $3,474 | $5,454-36.3% | $4,878-28.8% | $6,710-48.2% |
| Admin fee / account holder | $380 | $7,877-95.2% | $6,730-94.4% | $11,403-96.7% |