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 | $24,888 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 14.37% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,281 | $4,961-74.2% | $4,693-72.7% | $4,299-70.2% |
| Participant deferral / active EE | $2,505 | $8,310-69.9% | $7,997-68.7% | $6,507-61.5% |
| Admin fee / account holder | $9,459 | $14,846-36.3% | $13,435-29.6% | $12,624-25.1% |