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 5-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 | $19,287 | $106,515-81.9% | $96,683-80.1% | $139,434-86.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 21.54% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,244 | $4,103-45.3% | $3,737-40.0% | $4,751-52.8% |
| Participant deferral / active EE | $2,943 | $5,454-46.0% | $4,878-39.7% | $6,710-56.1% |
| Admin fee / account holder | $2,287 | $7,877-71.0% | $6,730-66.0% | $11,403-79.9% |