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 | $14,263 | $106,515-86.6% | $96,683-85.2% | $139,434-89.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 20.97% | 38.43%-17.5pp | 35.69%-14.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,320 | $4,103-43.5% | $3,737-37.9% | $4,751-51.2% |
| Participant deferral / active EE | $3,058 | $5,454-43.9% | $4,878-37.3% | $6,710-54.4% |
| Admin fee / account holder | $1,875 | $7,877-76.2% | $6,730-72.1% | $11,403-83.6% |