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 | $27,511 | $74,888-63.3% | $71,209-61.4% | $142,382-80.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 21.36% | 345.14%-323.8pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,181 | $2,854+11.4% | $2,721+16.9% | $4,299-26.0% |
| Participant deferral / active EE | $4,833 | $4,454+8.5% | $4,175+15.8% | $6,507-25.7% |
| Admin fee / account holder | $599 | $5,568-89.2% | $5,349-88.8% | $12,624-95.3% |