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 | $21,330 | $115,882-81.6% | $100,516-78.8% | $158,922-86.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 16.47% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,370 | $4,103-42.2% | $3,418-30.7% | $4,761-50.2% |
| Participant deferral / active EE | $2,888 | $6,674-56.7% | $6,270-53.9% | $5,982-51.7% |
| Admin fee / account holder | $488 | $10,995-95.6% | $8,081-94.0% | $11,246-95.7% |