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 | $18,951 | $117,983-83.9% | $101,794-81.4% | $142,382-86.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 24.35% | 36.92%-12.6pp | 30.53%-6.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,308 | $2,773-16.8% | $2,289+0.8% | $4,299-46.3% |
| Participant deferral / active EE | $2,930 | $4,714-37.8% | $4,084-28.3% | $6,507-55.0% |
| Admin fee / account holder | $2,800 | $10,433-73.2% | $8,777-68.1% | $12,624-77.8% |