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 4-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 | $17,203 | $107,452-84.0% | $91,541-81.2% | $142,382-87.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 15.93% | 22.06%-6.1pp | 20.50%-4.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,929 | $2,994-35.6% | $2,505-23.0% | $4,299-55.1% |
| Participant deferral / active EE | $2,634 | $4,754-44.6% | $4,008-34.3% | $6,507-59.5% |
| Admin fee / account holder | $8,796 | $8,834-0.4% | $6,956+26.4% | $12,624-30.3% |