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 | $28,144 | $183,519-84.7% | $155,509-81.9% | $145,922-80.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 17.39% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,599 | $5,313-51.1% | $4,672-44.4% | $4,660-44.2% |
| Participant deferral / active EE | $7,568 | $6,462+17.1% | $5,626+34.5% | $6,688+13.2% |
| Admin fee / account holder | $624 | $19,313-96.8% | $15,912-96.1% | $13,397-95.3% |