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 | $25,309 | $177,572-85.7% | $154,803-83.7% | $142,382-82.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.04% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,685 | $4,810-44.2% | $4,305-37.6% | $4,299-37.5% |
| Participant deferral / active EE | $4,865 | $6,272-22.4% | $5,540-12.2% | $6,507-25.2% |
| Admin fee / account holder | $1,655 | $16,786-90.1% | $14,329-88.5% | $12,624-86.9% |