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 | $24,202 | $103,376-76.6% | $87,100-72.2% | $152,861-84.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 18.03% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,177 | $3,220-63.5% | $2,521-53.3% | $4,762-75.3% |
| Participant deferral / active EE | $2,079 | $4,778-56.5% | $4,049-48.6% | $5,850-64.5% |
| Admin fee / account holder | $892 | $12,205-92.7% | $7,497-88.1% | $11,596-92.3% |