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 7-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 | $24,548 | $114,381-78.5% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 13.80% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,378 | $4,015-40.8% | $3,754-36.7% | $4,299-44.7% |
| Participant deferral / active EE | $3,520 | $5,564-36.7% | $5,116-31.2% | $6,507-45.9% |
| Admin fee / account holder | $470 | $9,860-95.2% | $8,919-94.7% | $12,624-96.3% |