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 | $18,394 | $177,572-89.6% | $154,803-88.1% | $142,382-87.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.31% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,197 | $4,810-75.1% | $4,305-72.2% | $4,299-72.2% |
| Participant deferral / active EE | $3,036 | $6,272-51.6% | $5,540-45.2% | $6,507-53.4% |
| Admin fee / account holder | $13,630 | $16,786-18.8% | $14,329-4.9% | $12,624+8.0% |