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 9-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 | $23,996 | $148,534-83.8% | $135,903-82.3% | $139,434-82.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.25% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,642 | $5,243-68.7% | $4,856-66.2% | $4,751-65.4% |
| Participant deferral / active EE | $3,704 | $8,100-54.3% | $7,758-52.3% | $6,710-44.8% |
| Admin fee / account holder | $344 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |