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 | $16,769 | $177,572-90.6% | $154,803-89.2% | $142,382-88.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.32% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,749 | $4,810-63.6% | $4,305-59.4% | $4,299-59.3% |
| Participant deferral / active EE | $2,769 | $6,272-55.8% | $5,540-50.0% | $6,507-57.4% |
| Admin fee / account holder | $5,973 | $16,786-64.4% | $14,329-58.3% | $12,624-52.7% |