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 | $19,668 | $124,281-84.2% | $109,143-82.0% | $167,490-88.3% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 36.68% | 26.04%+10.6pp | 25.75%+10.9pp | 478.56%-441.9pp |
| Employer contribution / active EE | $2,554 | $4,207-39.3% | $3,722-31.4% | $4,837-47.2% |
| Participant deferral / active EE | $7,057 | $5,255+34.3% | $4,653+51.7% | $6,341+11.3% |
| Admin fee / account holder | $1,075 | $7,970-86.5% | $6,752-84.1% | $12,309-91.3% |