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 | $25,301 | $110,257-77.1% | $96,544-73.8% | $139,434-81.9% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 15.10% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,370 | $3,620-62.2% | $2,965-53.8% | $4,751-71.2% |
| Participant deferral / active EE | $2,586 | $5,548-53.4% | $4,851-46.7% | $6,710-61.5% |
| Admin fee / account holder | $1,721 | $11,591-85.1% | $8,252-79.1% | $11,403-84.9% |