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 5-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 | $19,391 | $127,065-84.7% | $113,168-82.9% | $142,382-86.4% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 42.93% | 24.03%+18.9pp | 24.27%+18.7pp | 217.08%-174.1pp |
| Employer contribution / active EE | $3,788 | $3,442+10.0% | $2,975+27.3% | $4,299-11.9% |
| Participant deferral / active EE | $6,551 | $5,716+14.6% | $5,107+28.3% | $6,507+0.7% |
| Admin fee / account holder | $930 | $15,736-94.1% | $12,068-92.3% | $12,624-92.6% |