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 7-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 | $19,671 | $177,572-88.9% | $154,803-87.3% | $142,382-86.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 15.90% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,021 | $4,810-78.8% | $4,305-76.3% | $4,299-76.3% |
| Participant deferral / active EE | $3,133 | $6,272-50.0% | $5,540-43.4% | $6,507-51.8% |
| Admin fee / account holder | $1,503 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |