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 | $24,573 | $114,381-78.5% | $107,525-77.1% | $142,382-82.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 21.09% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,658 | $4,015-58.7% | $3,754-55.8% | $4,299-61.4% |
| Participant deferral / active EE | $6,069 | $5,564+9.1% | $5,116+18.6% | $6,507-6.7% |
| Admin fee / account holder | $541 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |