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 4-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 | $22,678 | $177,572-87.2% | $154,803-85.4% | $142,382-84.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 18.08% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,147 | $4,810-76.1% | $4,305-73.4% | $4,299-73.3% |
| Participant deferral / active EE | $2,071 | $6,272-67.0% | $5,540-62.6% | $6,507-68.2% |
| Admin fee / account holder | $2,074 | $16,786-87.6% | $14,329-85.5% | $12,624-83.6% |