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 | $24,086 | $104,974-77.1% | $95,585-74.8% | $142,382-83.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 21.26% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,294 | $2,779-17.4% | $2,527-9.2% | $4,299-46.6% |
| Participant deferral / active EE | $4,223 | $4,352-3.0% | $4,023+5.0% | $6,507-35.1% |
| Admin fee / account holder | $2,469 | $6,386-61.3% | $6,127-59.7% | $12,624-80.4% |