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 6-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 | $24,556 | $110,257-77.7% | $96,544-74.6% | $139,434-82.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 22.87% | 26.32%-3.4pp | 25.84%-3.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,752 | $3,620-24.0% | $2,965-7.2% | $4,751-42.1% |
| Participant deferral / active EE | $4,101 | $5,548-26.1% | $4,851-15.5% | $6,710-38.9% |
| Admin fee / account holder | $1,887 | $11,591-83.7% | $8,252-77.1% | $11,403-83.5% |