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 | $23,800 | $177,572-86.6% | $154,803-84.6% | $142,382-83.3% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 50.11% | 65.07%-15.0pp | 58.88%-8.8pp | 217.08%-167.0pp |
| Employer contribution / active EE | $1,327 | $4,810-72.4% | $4,305-69.2% | $4,299-69.1% |
| Participant deferral / active EE | $3,892 | $6,272-37.9% | $5,540-29.8% | $6,507-40.2% |
| Admin fee / account holder | $1,308 | $16,786-92.2% | $14,329-90.9% | $12,624-89.6% |