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 | $20,189 | $159,602-87.4% | $150,045-86.5% | $142,382-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.61% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,799 | $4,961-63.7% | $4,693-61.7% | $4,299-58.1% |
| Participant deferral / active EE | $2,971 | $8,310-64.3% | $7,997-62.9% | $6,507-54.3% |
| Admin fee / account holder | $5,710 | $14,846-61.5% | $13,435-57.5% | $12,624-54.8% |