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 | $25,969 | $89,753-71.1% | $107,525-75.8% | $84,808-69.4% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,874 | $3,113-39.8% | $3,754-50.1% | $2,631-28.8% |
| Participant deferral / active EE | $2,894 | $4,056-28.6% | $5,116-43.4% | $4,212-31.3% |
| Admin fee / account holder | $2,091 | $7,222-71.1% | $8,919-76.6% | $7,344-71.5% |