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 8-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 | $20,265 | $176,377-88.5% | $134,143-84.9% | $158,922-87.2% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 6.31% | 63.63%-57.3pp | 36.33%-30.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $940 | $5,040-81.4% | $3,704-74.6% | $4,761-80.3% |
| Participant deferral / active EE | $1,073 | $4,091-73.8% | $3,499-69.3% | $5,982-82.1% |
| Admin fee / account holder | $1,543 | $8,718-82.3% | $6,684-76.9% | $11,246-86.3% |