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 | $18,282 | $159,901-88.6% | $146,958-87.6% | $145,922-87.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.49% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,781 | $5,286-66.3% | $4,933-63.9% | $4,660-61.8% |
| Participant deferral / active EE | $2,723 | $8,428-67.7% | $8,070-66.3% | $6,688-59.3% |
| Admin fee / account holder | $492 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |