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 | $13,765 | $117,983-88.3% | $101,794-86.5% | $142,382-90.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 23.42% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,052 | $2,773-26.0% | $2,289-10.3% | $4,299-52.3% |
| Participant deferral / active EE | $4,909 | $4,714+4.1% | $4,084+20.2% | $6,507-24.6% |
| Admin fee / account holder | $482 | $10,433-95.4% | $8,777-94.5% | $12,624-96.2% |