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 | $27,369 | $111,754-75.5% | $103,333-73.5% | $145,922-81.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.32% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,525 | $4,212-40.1% | $3,868-34.7% | $4,660-45.8% |
| Participant deferral / active EE | $3,156 | $5,619-43.8% | $5,057-37.6% | $6,688-52.8% |
| Admin fee / account holder | $1,356 | $9,750-86.1% | $8,355-83.8% | $13,397-89.9% |