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 | $18,833 | $107,452-82.5% | $91,541-79.4% | $142,382-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.36% | 22.06%-4.7pp | 20.50%-3.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,511 | $2,994-16.1% | $2,505+0.3% | $4,299-41.6% |
| Participant deferral / active EE | $3,650 | $4,754-23.2% | $4,008-8.9% | $6,507-43.9% |
| Admin fee / account holder | $3,738 | $8,834-57.7% | $6,956-46.3% | $12,624-70.4% |