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 8-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 | $23,282 | $93,571-75.1% | $135,903-82.9% | $75,163-69.0% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 23.46% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,560 | $3,537-27.6% | $4,856-47.3% | $2,670-4.1% |
| Participant deferral / active EE | $4,707 | $6,404-26.5% | $7,758-39.3% | $4,125+14.1% |
| Admin fee / account holder | $526 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |