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 | $18,183 | $114,381-84.1% | $107,525-83.1% | $142,382-87.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.25% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,543 | $4,015-61.6% | $3,754-58.9% | $4,299-64.1% |
| Participant deferral / active EE | $2,583 | $5,564-53.6% | $5,116-49.5% | $6,507-60.3% |
| Admin fee / account holder | $930 | $9,860-90.6% | $8,919-89.6% | $12,624-92.6% |