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 4-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 | $17,533 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 21.00% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,312 | $4,961-73.6% | $4,693-72.0% | $4,299-69.5% |
| Participant deferral / active EE | $2,729 | $8,310-67.2% | $7,997-65.9% | $6,507-58.1% |
| Admin fee / account holder | $2,225 | $14,846-85.0% | $13,435-83.4% | $12,624-82.4% |