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 | $26,313 | $80,717-67.4% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 23.92% | 37.96%-14.0pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $3,439 | $2,761+24.5% | $4,305-20.1% | $2,631+30.7% |
| Participant deferral / active EE | $4,535 | $3,303+37.3% | $5,540-18.1% | $4,212+7.7% |
| Admin fee / account holder | $840 | $6,746-87.6% | $14,329-94.1% | $7,344-88.6% |