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 5-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 | $21,133 | $54,705-61.4% | $71,209-70.3% | $84,808-75.1% |
| Participation rate | 92.4% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.1pp |
| Annual return | 21.34% | 35.90%-14.6pp | 282.51%-261.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,038 | $2,158-5.6% | $2,721-25.1% | $2,631-22.5% |
| Participant deferral / active EE | $3,372 | $3,030+11.3% | $4,175-19.2% | $4,212-19.9% |
| Admin fee / account holder | $435 | $4,863-91.1% | $5,349-91.9% | $7,344-94.1% |