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 | $24,622 | $109,327-77.5% | $89,391-72.5% | $158,922-84.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 13.30% | 345.68%-332.4pp | 245.62%-232.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $796 | $3,170-74.9% | $2,586-69.2% | $4,761-83.3% |
| Participant deferral / active EE | $3,510 | $4,598-23.7% | $3,890-9.8% | $5,982-41.3% |
| Admin fee / account holder | $4,995 | $6,153-18.8% | $4,881+2.3% | $11,246-55.6% |