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 | $24,745 | $127,065-80.5% | $113,168-78.1% | $142,382-82.6% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 16.77% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,700 | $3,442-50.6% | $2,975-42.9% | $4,299-60.5% |
| Participant deferral / active EE | $3,812 | $5,716-33.3% | $5,107-25.3% | $6,507-41.4% |
| Admin fee / account holder | $3,581 | $15,736-77.2% | $12,068-70.3% | $12,624-71.6% |