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 | $22,690 | $114,381-80.2% | $107,525-78.9% | $142,382-84.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 20.04% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,937 | $4,015-51.8% | $3,754-48.4% | $4,299-54.9% |
| Participant deferral / active EE | $3,188 | $5,564-42.7% | $5,116-37.7% | $6,507-51.0% |
| Admin fee / account holder | $410 | $9,860-95.8% | $8,919-95.4% | $12,624-96.8% |