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 | $18,844 | $85,022-77.8% | $70,515-73.3% | $139,434-86.5% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.3%+12.9pp | 80.3%+0.9pp |
| Annual return | 17.45% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,902 | $3,909-51.3% | $2,973-36.0% | $4,751-60.0% |
| Participant deferral / active EE | $3,343 | $5,890-43.2% | $4,567-26.8% | $6,710-50.2% |
| Admin fee / account holder | $1,220 | $8,906-86.3% | $6,412-81.0% | $11,403-89.3% |