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 | $15,268 | $95,266-84.0% | $82,389-81.5% | $142,382-89.3% |
| Participation rate | 93.3% | 74.5%+18.9pp | 69.5%+23.8pp | 80.1%+13.2pp |
| Annual return | 43.26% | 25.74%+17.5pp | 28.67%+14.6pp | 217.08%-173.8pp |
| Employer contribution / active EE | $2,054 | $2,991-31.3% | $2,517-18.4% | $4,299-52.2% |
| Participant deferral / active EE | $2,257 | $4,809-53.1% | $4,155-45.7% | $6,507-65.3% |
| Admin fee / account holder | $763 | $8,563-91.1% | $7,231-89.5% | $12,624-94.0% |