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 | $24,992 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 27.37% | 46.41%-19.0pp | 42.33%-15.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,240 | $6,841-67.3% | $6,419-65.1% | $4,299-47.9% |
| Participant deferral / active EE | $6,547 | $9,865-33.6% | $9,331-29.8% | $6,507+0.6% |
| Admin fee / account holder | $758 | $17,692-95.7% | $16,305-95.3% | $12,624-94.0% |