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 5-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 | $24,484 | $95,266-74.3% | $82,389-70.3% | $142,382-82.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 24.70% | 25.74%-1.0pp | 28.67%-4.0pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,550 | $2,991-48.2% | $2,517-38.4% | $4,299-63.9% |
| Participant deferral / active EE | $3,888 | $4,809-19.1% | $4,155-6.4% | $6,507-40.2% |
| Admin fee / account holder | $584 | $8,563-93.2% | $7,231-91.9% | $12,624-95.4% |