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 | $18,726 | $159,602-88.3% | $150,045-87.5% | $142,382-86.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 20.66% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,797 | $4,961-43.6% | $4,693-40.4% | $4,299-34.9% |
| Participant deferral / active EE | $5,334 | $8,310-35.8% | $7,997-33.3% | $6,507-18.0% |
| Admin fee / account holder | $751 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |