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 3-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 | $18,159 | $117,983-84.6% | $101,794-82.2% | $142,382-87.2% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.2%+1.6pp | 80.1%-9.3pp |
| Annual return | 20.97% | 36.92%-15.9pp | 30.53%-9.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $813 | $2,773-70.7% | $2,289-64.5% | $4,299-81.1% |
| Participant deferral / active EE | $3,648 | $4,714-22.6% | $4,084-10.7% | $6,507-43.9% |
| Admin fee / account holder | $685 | $10,433-93.4% | $8,777-92.2% | $12,624-94.6% |