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 | $22,882 | $127,777-82.1% | $106,548-78.5% | $167,490-86.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 39.64% | 33.87%+5.8pp | 26.80%+12.8pp | 478.56%-438.9pp |
| Employer contribution / active EE | $1,887 | $3,427-44.9% | $2,819-33.1% | $4,837-61.0% |
| Participant deferral / active EE | $3,597 | $5,087-29.3% | $4,398-18.2% | $6,341-43.3% |
| Admin fee / account holder | $3,329 | $11,228-70.4% | $7,407-55.1% | $12,309-73.0% |