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 | $25,903 | $114,381-77.4% | $107,525-75.9% | $142,382-81.8% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.1%+1.1pp | 80.1%-3.9pp |
| Annual return | 13.90% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,374 | $4,015-65.8% | $3,754-63.4% | $4,299-68.0% |
| Participant deferral / active EE | $5,318 | $5,564-4.4% | $5,116+4.0% | $6,507-18.3% |
| Admin fee / account holder | $533 | $9,860-94.6% | $8,919-94.0% | $12,624-95.8% |