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 | $26,262 | $78,672-66.6% | $109,143-75.9% | $85,850-69.4% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 11.90% | 25.09%-13.2pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,517 | $3,467+30.3% | $4,653-2.9% | $3,952+14.3% |
| Admin fee / account holder | $4,155 | $5,469-24.0% | $6,752-38.5% | $6,260-33.6% |