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 | $12,057 | $74,888-83.9% | $71,209-83.1% | $142,382-91.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.68% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,070 | $2,854-62.5% | $2,721-60.7% | $4,299-75.1% |
| Participant deferral / active EE | $4,571 | $4,454+2.6% | $4,175+9.5% | $6,507-29.8% |
| Admin fee / account holder | $534 | $5,568-90.4% | $5,349-90.0% | $12,624-95.8% |