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 8-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 | $21,759 | $140,940-84.6% | $112,229-80.6% | $139,434-84.4% |
| Participation rate | 82.6% | 79.2%+3.4pp | 72.4%+10.2pp | 80.3%+2.3pp |
| Annual return | 16.96% | 32.71%-15.7pp | 30.20%-13.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,262 | $4,283-70.5% | $3,430-63.2% | $4,751-73.4% |
| Participant deferral / active EE | $2,858 | $5,874-51.3% | $4,798-40.4% | $6,710-57.4% |
| Admin fee / account holder | $4,237 | $9,954-57.4% | $7,748-45.3% | $11,403-62.8% |