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 | $26,964 | $148,534-81.8% | $135,903-80.2% | $139,434-80.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,428 | $5,243-53.7% | $4,856-50.0% | $4,751-48.9% |
| Participant deferral / active EE | $6,017 | $8,100-25.7% | $7,758-22.4% | $6,710-10.3% |
| Admin fee / account holder | $449 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |