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 7-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 | $19,542 | $148,534-86.8% | $135,903-85.6% | $139,434-86.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 26.41% | 79.19%-52.8pp | 68.23%-41.8pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,459 | $5,243-53.1% | $4,856-49.4% | $4,751-48.2% |
| Participant deferral / active EE | $3,170 | $8,100-60.9% | $7,758-59.1% | $6,710-52.8% |
| Admin fee / account holder | $483 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |