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 8-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 | $18,942 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 14.88% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,687 | $4,961-45.8% | $4,693-42.7% | $4,299-37.5% |
| Participant deferral / active EE | $4,233 | $8,310-49.1% | $7,997-47.1% | $6,507-34.9% |
| Admin fee / account holder | $1,690 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |