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 | $22,601 | $106,515-78.8% | $96,683-76.6% | $139,434-83.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.96% | 38.43%-16.5pp | 35.69%-13.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,997 | $4,103-27.0% | $3,737-19.8% | $4,751-36.9% |
| Participant deferral / active EE | $7,044 | $5,454+29.2% | $4,878+44.4% | $6,710+5.0% |
| Admin fee / account holder | $745 | $7,877-90.5% | $6,730-88.9% | $11,403-93.5% |