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 | $20,217 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.87% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,709 | $4,810-64.5% | $4,305-60.3% | $4,299-60.2% |
| Participant deferral / active EE | $2,262 | $6,272-63.9% | $5,540-59.2% | $6,507-65.2% |
| Admin fee / account holder | $363 | $16,786-97.8% | $14,329-97.5% | $12,624-97.1% |