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 3-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 | $19,466 | $114,381-83.0% | $107,525-81.9% | $142,382-86.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 28.11% | 242.71%-214.6pp | 181.32%-153.2pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,326 | $4,015-42.1% | $3,754-38.0% | $4,299-45.9% |
| Participant deferral / active EE | $3,915 | $5,564-29.6% | $5,116-23.5% | $6,507-39.8% |
| Admin fee / account holder | $4,083 | $9,860-58.6% | $8,919-54.2% | $12,624-67.7% |