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 | $17,776 | $114,381-84.5% | $107,525-83.5% | $142,382-87.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.72% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,239 | $4,015-69.1% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $5,349 | $5,564-3.9% | $5,116+4.6% | $6,507-17.8% |
| Admin fee / account holder | $1,621 | $9,860-83.6% | $8,919-81.8% | $12,624-87.2% |