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 | $19,764 | $163,101-87.9% | $136,749-85.5% | $142,382-86.1% |
| Participation rate | 81.3% | 78.2%+3.0pp | 72.1%+9.1pp | 80.1%+1.1pp |
| Annual return | 18.92% | 27.54%-8.6pp | 24.33%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,629 | $4,117-60.4% | $3,400-52.1% | $4,299-62.1% |
| Participant deferral / active EE | $1,629 | $5,585-70.8% | $4,692-65.3% | $6,507-75.0% |
| Admin fee / account holder | $2,390 | $14,318-83.3% | $11,386-79.0% | $12,624-81.1% |