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 | $18,794 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 21.85% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,386 | $4,810-50.4% | $4,305-44.6% | $4,299-44.5% |
| Participant deferral / active EE | $4,605 | $6,272-26.6% | $5,540-16.9% | $6,507-29.2% |
| Admin fee / account holder | $926 | $16,786-94.5% | $14,329-93.5% | $12,624-92.7% |