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 | $14,117 | $100,773-86.0% | $88,946-84.1% | $142,382-90.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 21.30% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,476 | $2,918-15.2% | $2,555-3.1% | $4,299-42.4% |
| Participant deferral / active EE | $2,810 | $5,230-46.3% | $4,581-38.7% | $6,507-56.8% |
| Admin fee / account holder | $4,223 | $9,693-56.4% | $8,261-48.9% | $12,624-66.5% |