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 | $17,903 | $114,381-84.3% | $107,525-83.3% | $142,382-87.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 21.00% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,910 | $4,015-52.4% | $3,754-49.1% | $4,299-55.6% |
| Participant deferral / active EE | $5,322 | $5,564-4.4% | $5,116+4.0% | $6,507-18.2% |
| Admin fee / account holder | $711 | $9,860-92.8% | $8,919-92.0% | $12,624-94.4% |