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 | $20,590 | $117,983-82.5% | $101,794-79.8% | $142,382-85.5% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 15.74% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,482 | $2,773-10.5% | $2,289+8.4% | $4,299-42.3% |
| Participant deferral / active EE | $5,239 | $4,714+11.1% | $4,084+28.3% | $6,507-19.5% |
| Admin fee / account holder | $413 | $10,433-96.0% | $8,777-95.3% | $12,624-96.7% |