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 | $23,835 | $177,572-86.6% | $154,803-84.6% | $142,382-83.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.55% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,366 | $4,810-50.8% | $4,305-45.1% | $4,299-45.0% |
| Participant deferral / active EE | $5,667 | $6,272-9.6% | $5,540+2.3% | $6,507-12.9% |
| Admin fee / account holder | $1,213 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |