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 | $22,016 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 20.16% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,409 | $4,961-31.3% | $4,693-27.4% | $4,299-20.7% |
| Participant deferral / active EE | $4,835 | $8,310-41.8% | $7,997-39.5% | $6,507-25.7% |
| Admin fee / account holder | $1,212 | $14,846-91.8% | $13,435-91.0% | $12,624-90.4% |