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 9-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 | $26,237 | $73,933-64.5% | $96,683-72.9% | $75,163-65.1% |
| Participation rate | 87.1% | 66.4%+20.7pp | 74.3%+12.8pp | 67.2%+19.9pp |
| Annual return | 16.47% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,278 | $2,928+12.0% | $3,737-12.3% | $2,670+22.8% |
| Participant deferral / active EE | $4,475 | $3,659+22.3% | $4,878-8.3% | $4,125+8.5% |
| Admin fee / account holder | $538 | $5,216-89.7% | $6,730-92.0% | $5,651-90.5% |