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 | $24,272 | $124,281-80.5% | $109,143-77.8% | $167,490-85.5% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 14.74% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,651 | $4,207-13.2% | $3,722-1.9% | $4,837-24.5% |
| Participant deferral / active EE | $7,203 | $5,255+37.1% | $4,653+54.8% | $6,341+13.6% |
| Admin fee / account holder | $1,062 | $7,970-86.7% | $6,752-84.3% | $12,309-91.4% |