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 | $22,884 | $111,754-79.5% | $103,333-77.9% | $145,922-84.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.13% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,990 | $4,212-52.8% | $3,868-48.6% | $4,660-57.3% |
| Participant deferral / active EE | $1,886 | $5,619-66.4% | $5,057-62.7% | $6,688-71.8% |
| Admin fee / account holder | $8,974 | $9,750-8.0% | $8,355+7.4% | $13,397-33.0% |