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 6-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 | $26,341 | $94,338-72.1% | $100,534-73.8% | $142,382-81.5% |
| Participation rate | 82.4% | 81.7%+0.6pp | 80.6%+1.7pp | 80.1%+2.2pp |
| Annual return | 16.08% | 29.20%-13.1pp | 32.66%-16.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,517 | $4,237-40.6% | $4,346-42.1% | $4,299-41.5% |
| Participant deferral / active EE | $3,465 | $5,934-41.6% | $6,144-43.6% | $6,507-46.8% |
| Admin fee / account holder | $2,692 | $8,421-68.0% | $7,654-64.8% | $12,624-78.7% |