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 6-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 | $20,015 | $159,602-87.5% | $150,045-86.7% | $142,382-85.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 18.59% | 70.24%-51.6pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,211 | $4,961-75.6% | $4,693-74.2% | $4,299-71.8% |
| Participant deferral / active EE | $4,046 | $8,310-51.3% | $7,997-49.4% | $6,507-37.8% |
| Admin fee / account holder | $642 | $14,846-95.7% | $13,435-95.2% | $12,624-94.9% |