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 | $17,720 | $177,572-90.0% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 25.48% | 65.07%-39.6pp | 58.88%-33.4pp | 217.08%-191.6pp |
| Employer contribution / active EE | $967 | $4,810-79.9% | $4,305-77.5% | $4,299-77.5% |
| Participant deferral / active EE | $5,184 | $6,272-17.3% | $5,540-6.4% | $6,507-20.3% |
| Admin fee / account holder | $492 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |