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 | $19,651 | $114,381-82.8% | $107,525-81.7% | $142,382-86.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 39.07% | 242.71%-203.6pp | 181.32%-142.2pp | 217.08%-178.0pp |
| Employer contribution / active EE | $1,237 | $4,015-69.2% | $3,754-67.1% | $4,299-71.2% |
| Participant deferral / active EE | $2,001 | $5,564-64.0% | $5,116-60.9% | $6,507-69.3% |
| Admin fee / account holder | $2,238 | $9,860-77.3% | $8,919-74.9% | $12,624-82.3% |