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 3-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 | $18,078 | $159,602-88.7% | $150,045-88.0% | $142,382-87.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.97% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,096 | $4,961-57.8% | $4,693-55.3% | $4,299-51.2% |
| Participant deferral / active EE | $4,090 | $8,310-50.8% | $7,997-48.9% | $6,507-37.1% |
| Admin fee / account holder | $1,384 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |