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 6-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 | $23,259 | $177,572-86.9% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.18% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,906 | $4,810-60.4% | $4,305-55.7% | $4,299-55.7% |
| Participant deferral / active EE | $4,915 | $6,272-21.6% | $5,540-11.3% | $6,507-24.5% |
| Admin fee / account holder | $803 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |