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 3-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 | $27,019 | $106,584-74.6% | $101,326-73.3% | $142,382-81.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 49.96% | 36.93%+13.0pp | 36.82%+13.1pp | 217.08%-167.1pp |
| Employer contribution / active EE | $112 | $3,956-97.2% | $3,665-96.9% | $4,299-97.4% |
| Participant deferral / active EE | $2,142 | $8,297-74.2% | $7,994-73.2% | $6,507-67.1% |
| Admin fee / account holder | $8,999 | $11,446-21.4% | $11,185-19.5% | $12,624-28.7% |