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 | $15,365 | $177,572-91.3% | $154,803-90.1% | $142,382-89.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 20.24% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,502 | $4,810-68.8% | $4,305-65.1% | $4,299-65.1% |
| Participant deferral / active EE | $5,666 | $6,272-9.7% | $5,540+2.3% | $6,507-12.9% |
| Admin fee / account holder | $786 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |