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 5-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 | $22,684 | $159,901-85.8% | $146,958-84.6% | $145,922-84.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 28.06% | 98.13%-70.1pp | 418.34%-390.3pp | 561.29%-533.2pp |
| Employer contribution / active EE | $1,810 | $5,286-65.8% | $4,933-63.3% | $4,660-61.2% |
| Participant deferral / active EE | $3,179 | $8,428-62.3% | $8,070-60.6% | $6,688-52.5% |
| Admin fee / account holder | $439 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |