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 3-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 | $20,999 | $177,572-88.2% | $154,803-86.4% | $142,382-85.3% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 16.65% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,340 | $4,810-72.1% | $4,305-68.9% | $4,299-68.8% |
| Participant deferral / active EE | $2,726 | $6,272-56.5% | $5,540-50.8% | $6,507-58.1% |
| Admin fee / account holder | $1,159 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |