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 3-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 | $26,492 | $109,881-75.9% | $150,045-82.3% | $84,808-68.8% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 28.10% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $3,286 | $3,561-7.7% | $4,693-30.0% | $2,631+24.9% |
| Participant deferral / active EE | $7,858 | $6,636+18.4% | $7,997-1.7% | $4,212+86.6% |
| Admin fee / account holder | $477 | $8,568-94.4% | $13,435-96.5% | $7,344-93.5% |