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 4-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 | $26,085 | $93,571-72.1% | $135,903-80.8% | $75,163-65.3% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 25.24% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,008 | $3,537-43.2% | $4,856-58.6% | $2,670-24.8% |
| Participant deferral / active EE | $7,301 | $6,404+14.0% | $7,758-5.9% | $4,125+77.0% |
| Admin fee / account holder | $1,114 | $6,975-84.0% | $10,762-89.6% | $5,651-80.3% |