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 | $18,997 | $177,572-89.3% | $154,803-87.7% | $142,382-86.7% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 15.46% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,327 | $4,810-72.4% | $4,305-69.2% | $4,299-69.1% |
| Participant deferral / active EE | $2,867 | $6,272-54.3% | $5,540-48.2% | $6,507-55.9% |
| Admin fee / account holder | $5,227 | $16,786-68.9% | $14,329-63.5% | $12,624-58.6% |