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 | $28,381 | $110,257-74.3% | $96,544-70.6% | $139,434-79.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 18.48% | 26.32%-7.8pp | 25.84%-7.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,393 | $3,620-61.5% | $2,965-53.0% | $4,751-70.7% |
| Participant deferral / active EE | $4,304 | $5,548-22.4% | $4,851-11.3% | $6,710-35.9% |
| Admin fee / account holder | $311 | $11,591-97.3% | $8,252-96.2% | $11,403-97.3% |