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 | $19,775 | $107,452-81.6% | $91,541-78.4% | $142,382-86.1% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 17.39% | 22.06%-4.7pp | 20.50%-3.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,368 | $2,994-54.3% | $2,505-45.4% | $4,299-68.2% |
| Participant deferral / active EE | $2,347 | $4,754-50.6% | $4,008-41.4% | $6,507-63.9% |
| Admin fee / account holder | $3,099 | $8,834-64.9% | $6,956-55.5% | $12,624-75.5% |