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 | $19,876 | $107,452-81.5% | $91,541-78.3% | $142,382-86.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 23.98% | 22.06%+1.9pp | 20.50%+3.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,057 | $2,994-31.3% | $2,505-17.9% | $4,299-52.2% |
| Participant deferral / active EE | $5,447 | $4,754+14.6% | $4,008+35.9% | $6,507-16.3% |
| Admin fee / account holder | $523 | $8,834-94.1% | $6,956-92.5% | $12,624-95.9% |