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 | $23,228 | $114,381-79.7% | $107,525-78.4% | $142,382-83.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.49% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,351 | $4,015-66.3% | $3,754-64.0% | $4,299-68.6% |
| Participant deferral / active EE | $3,587 | $5,564-35.5% | $5,116-29.9% | $6,507-44.9% |
| Admin fee / account holder | $593 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |