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 | $9,261 | $104,974-91.2% | $95,585-90.3% | $142,382-93.5% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 43.26% | 210.33%-167.1pp | 38.56%+4.7pp | 217.08%-173.8pp |
| Employer contribution / active EE | $1,697 | $2,779-38.9% | $2,527-32.8% | $4,299-60.5% |
| Participant deferral / active EE | $4,187 | $4,352-3.8% | $4,023+4.1% | $6,507-35.7% |
| Admin fee / account holder | $3,226 | $6,386-49.5% | $6,127-47.4% | $12,624-74.4% |