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 6-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 | $25,831 | $117,983-78.1% | $101,794-74.6% | $142,382-81.9% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 20.08% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,580 | $2,773-43.0% | $2,289-31.0% | $4,299-63.2% |
| Participant deferral / active EE | $2,153 | $4,714-54.3% | $4,084-47.3% | $6,507-66.9% |
| Admin fee / account holder | $678 | $10,433-93.5% | $8,777-92.3% | $12,624-94.6% |