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 4-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 | $26,087 | $114,381-77.2% | $107,525-75.7% | $142,382-81.7% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 17.62% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,340 | $4,015-41.7% | $3,754-37.7% | $4,299-45.6% |
| Participant deferral / active EE | $3,146 | $5,564-43.5% | $5,116-38.5% | $6,507-51.7% |
| Admin fee / account holder | $7,850 | $9,860-20.4% | $8,919-12.0% | $12,624-37.8% |