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 4-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 | $19,017 | $110,261-82.8% | $95,745-80.1% | $139,434-86.4% |
| Participation rate | 81.0% | 75.8%+5.2pp | 72.3%+8.7pp | 80.3%+0.6pp |
| Annual return | 19.38% | 27.11%-7.7pp | 28.35%-9.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $337 | $3,257-89.6% | $2,835-88.1% | $4,751-92.9% |
| Participant deferral / active EE | $5,350 | $4,676+14.4% | $4,245+26.1% | $6,710-20.3% |
| Admin fee / account holder | $791 | $6,613-88.0% | $5,678-86.1% | $11,403-93.1% |