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 | $17,360 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 27.56% | 79.19%-51.6pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,858 | $5,243-45.5% | $4,856-41.2% | $4,751-39.9% |
| Participant deferral / active EE | $4,026 | $8,100-50.3% | $7,758-48.1% | $6,710-40.0% |
| Admin fee / account holder | $564 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |