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 | $26,353 | $117,983-77.7% | $101,794-74.1% | $142,382-81.5% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 21.43% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,714 | $2,773-38.2% | $2,289-25.1% | $4,299-60.1% |
| Participant deferral / active EE | $5,365 | $4,714+13.8% | $4,084+31.4% | $6,507-17.6% |
| Admin fee / account holder | $330 | $10,433-96.8% | $8,777-96.2% | $12,624-97.4% |