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 6-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 | $26,234 | $117,841-77.7% | $102,423-74.4% | $145,922-82.0% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 15.98% | 31.65%-15.7pp | 29.32%-13.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,765 | $3,615-51.2% | $3,023-41.6% | $4,660-62.1% |
| Participant deferral / active EE | $2,489 | $5,731-56.6% | $5,053-50.7% | $6,688-62.8% |
| Admin fee / account holder | $601 | $13,326-95.5% | $9,451-93.6% | $13,397-95.5% |