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 | $18,661 | $148,534-87.4% | $135,903-86.3% | $139,434-86.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 18.29% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,385 | $5,243-73.6% | $4,856-71.5% | $4,751-70.8% |
| Participant deferral / active EE | $4,978 | $8,100-38.5% | $7,758-35.8% | $6,710-25.8% |
| Admin fee / account holder | $867 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |