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 | $14,517 | $100,773-85.6% | $88,946-83.7% | $142,382-89.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 18.75% | 70.18%-51.4pp | 57.82%-39.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $799 | $2,918-72.6% | $2,555-68.7% | $4,299-81.4% |
| Participant deferral / active EE | $2,298 | $5,230-56.1% | $4,581-49.8% | $6,507-64.7% |
| Admin fee / account holder | $7,741 | $9,693-20.1% | $8,261-6.3% | $12,624-38.7% |