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 | $19,787 | $65,365-69.7% | $92,893-78.7% | $72,985-72.9% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 24.03% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,201 | $2,594-15.1% | $3,653-39.7% | $2,440-9.8% |
| Participant deferral / active EE | $3,881 | $3,128+24.0% | $4,236-8.4% | $3,607+7.6% |
| Admin fee / account holder | $580 | $4,251-86.3% | $5,794-90.0% | $5,124-88.7% |