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 9-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 | $14,342 | $71,829-80.0% | $69,780-79.4% | $142,382-89.9% |
| Participation rate | 76.2% | 81.6%-5.4pp | 79.3%-3.1pp | 80.1%-3.9pp |
| Annual return | 15.11% | 31.01%-15.9pp | 26.31%-11.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,022 | $4,385-76.7% | $4,168-75.5% | $4,299-76.2% |
| Participant deferral / active EE | $1,226 | $6,819-82.0% | $6,164-80.1% | $6,507-81.2% |
| Admin fee / account holder | $2,289 | $7,818-70.7% | $7,285-68.6% | $12,624-81.9% |