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 | $21,811 | $177,572-87.7% | $154,803-85.9% | $142,382-84.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 22.08% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,478 | $4,810-48.5% | $4,305-42.4% | $4,299-42.4% |
| Participant deferral / active EE | $3,759 | $6,272-40.1% | $5,540-32.1% | $6,507-42.2% |
| Admin fee / account holder | $732 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |