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 8-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 | $15,283 | $177,572-91.4% | $154,803-90.1% | $142,382-89.3% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 16.33% | 65.07%-48.7pp | 58.88%-42.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,255 | $4,810-53.1% | $4,305-47.6% | $4,299-47.5% |
| Participant deferral / active EE | $3,587 | $6,272-42.8% | $5,540-35.3% | $6,507-44.9% |
| Admin fee / account holder | $2,758 | $16,786-83.6% | $14,329-80.8% | $12,624-78.2% |