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 | $23,181 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 10.95% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,168 | $5,286-40.1% | $4,933-35.8% | $4,660-32.0% |
| Participant deferral / active EE | $5,108 | $8,428-39.4% | $8,070-36.7% | $6,688-23.6% |
| Admin fee / account holder | $532 | $15,044-96.5% | $12,998-95.9% | $13,397-96.0% |