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 | $19,375 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 16.65% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,001 | $4,810-58.4% | $4,305-53.5% | $4,299-53.5% |
| Participant deferral / active EE | $2,567 | $6,272-59.1% | $5,540-53.7% | $6,507-60.6% |
| Admin fee / account holder | $1,318 | $16,786-92.1% | $14,329-90.8% | $12,624-89.6% |