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 10-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 | $24,800 | $165,335-85.0% | $149,696-83.4% | $158,922-84.4% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 14.36% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,966 | $5,103-61.5% | $4,644-57.7% | $4,761-58.7% |
| Participant deferral / active EE | $4,233 | $7,181-41.1% | $6,842-38.1% | $5,982-29.2% |
| Admin fee / account holder | $366 | $10,807-96.6% | $9,309-96.1% | $11,246-96.7% |