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 | $19,565 | $148,534-86.8% | $135,903-85.6% | $139,434-86.0% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 33.02% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-339.9pp |
| Employer contribution / active EE | $5,757 | $5,243+9.8% | $4,856+18.5% | $4,751+21.2% |
| Participant deferral / active EE | $11,526 | $8,100+42.3% | $7,758+48.6% | $6,710+71.8% |
| Admin fee / account holder | $884 | $12,400-92.9% | $10,762-91.8% | $11,403-92.2% |