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 8-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 | $24,747 | $49,227-49.7% | $70,449-64.9% | $79,858-69.0% |
| Participation rate | 87.5% | 69.2%+18.3pp | 75.1%+12.4pp | 69.6%+17.9pp |
| Annual return | 22.51% | 30.06%-7.6pp | 109.03%-86.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $4,254 | $2,099+102.7% | $2,737+55.5% | $2,471+72.2% |
| Participant deferral / active EE | $974 | $2,768-64.8% | $3,709-73.7% | $3,740-74.0% |
| Admin fee / account holder | $736 | $2,878-74.4% | $3,845-80.9% | $5,306-86.1% |