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 | $22,303 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.64% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,594 | $4,810-46.1% | $4,305-39.7% | $4,299-39.7% |
| Participant deferral / active EE | $6,115 | $6,272-2.5% | $5,540+10.4% | $6,507-6.0% |
| Admin fee / account holder | $804 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |