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 | $16,733 | $117,983-85.8% | $101,794-83.6% | $142,382-88.2% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 15.49% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,801 | $2,773-35.1% | $2,289-21.3% | $4,299-58.1% |
| Participant deferral / active EE | $2,485 | $4,714-47.3% | $4,084-39.1% | $6,507-61.8% |
| Admin fee / account holder | $839 | $10,433-92.0% | $8,777-90.4% | $12,624-93.4% |