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 10-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 | $19,052 | $94,338-79.8% | $100,534-81.0% | $142,382-86.6% |
| Participation rate | 84.6% | 81.7%+2.9pp | 80.6%+4.0pp | 80.1%+4.5pp |
| Annual return | 18.38% | 29.20%-10.8pp | 32.66%-14.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,980 | $4,237-53.3% | $4,346-54.5% | $4,299-54.0% |
| Participant deferral / active EE | $4,572 | $5,934-23.0% | $6,144-25.6% | $6,507-29.7% |
| Admin fee / account holder | $1,650 | $8,421-80.4% | $7,654-78.4% | $12,624-86.9% |