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 | $25,914 | $148,534-82.6% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.32% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,362 | $5,243-54.9% | $4,856-51.4% | $4,751-50.3% |
| Participant deferral / active EE | $6,295 | $8,100-22.3% | $7,758-18.9% | $6,710-6.2% |
| Admin fee / account holder | $3,306 | $12,400-73.3% | $10,762-69.3% | $11,403-71.0% |