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 | $14,267 | $70,606-79.8% | $53,898-73.5% | $142,382-90.0% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 20.53% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,377 | $1,202+14.5% | $932+47.7% | $4,299-68.0% |
| Participant deferral / active EE | $2,592 | $2,364+9.6% | $1,826+41.9% | $6,507-60.2% |
| Admin fee / account holder | $1,565 | $2,852-45.1% | $2,491-37.2% | $12,624-87.6% |