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 | $26,577 | $140,940-81.1% | $112,229-76.3% | $139,434-80.9% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 19.67% | 32.71%-13.0pp | 30.20%-10.5pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,828 | $4,283-57.3% | $3,430-46.7% | $4,751-61.5% |
| Participant deferral / active EE | $3,691 | $5,874-37.2% | $4,798-23.1% | $6,710-45.0% |
| Admin fee / account holder | $1,422 | $9,954-85.7% | $7,748-81.6% | $11,403-87.5% |