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 | $25,135 | $177,572-85.8% | $154,803-83.8% | $142,382-82.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.07% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,646 | $4,810-65.8% | $4,305-61.8% | $4,299-61.7% |
| Participant deferral / active EE | $2,606 | $6,272-58.5% | $5,540-53.0% | $6,507-60.0% |
| Admin fee / account holder | $446 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |