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 4-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 | $21,813 | $117,983-81.5% | $101,794-78.6% | $142,382-84.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 19.56% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,470 | $2,773-10.9% | $2,289+7.9% | $4,299-42.6% |
| Participant deferral / active EE | $4,784 | $4,714+1.5% | $4,084+17.1% | $6,507-26.5% |
| Admin fee / account holder | $1,705 | $10,433-83.7% | $8,777-80.6% | $12,624-86.5% |