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 9-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 | $29,629 | $111,754-73.5% | $103,333-71.3% | $145,922-79.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.86% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,657 | $4,212-36.9% | $3,868-31.3% | $4,660-43.0% |
| Participant deferral / active EE | $4,554 | $5,619-19.0% | $5,057-10.0% | $6,688-31.9% |
| Admin fee / account holder | $564 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |