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 3-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 | $24,888 | $107,452-76.8% | $91,541-72.8% | $142,382-82.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 20.65% | 22.06%-1.4pp | 20.50%+0.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $5,117 | $2,994+70.9% | $2,505+104.3% | $4,299+19.0% |
| Participant deferral / active EE | $7,979 | $4,754+67.8% | $4,008+99.1% | $6,507+22.6% |
| Admin fee / account holder | $4,984 | $8,834-43.6% | $6,956-28.4% | $12,624-60.5% |