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 4-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 | $24,728 | $114,381-78.4% | $107,525-77.0% | $142,382-82.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 22.74% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,071 | $4,015-48.4% | $3,754-44.8% | $4,299-51.8% |
| Participant deferral / active EE | $3,254 | $5,564-41.5% | $5,116-36.4% | $6,507-50.0% |
| Admin fee / account holder | $1,857 | $9,860-81.2% | $8,919-79.2% | $12,624-85.3% |