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 | $26,970 | $159,602-83.1% | $150,045-82.0% | $142,382-81.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 17.61% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $898 | $4,961-81.9% | $4,693-80.9% | $4,299-79.1% |
| Participant deferral / active EE | $6,099 | $8,310-26.6% | $7,997-23.7% | $6,507-6.3% |
| Admin fee / account holder | $466 | $14,846-96.9% | $13,435-96.5% | $12,624-96.3% |