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 | $19,863 | $159,602-87.6% | $150,045-86.8% | $142,382-86.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 25.06% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,527 | $4,961-69.2% | $4,693-67.5% | $4,299-64.5% |
| Participant deferral / active EE | $5,720 | $8,310-31.2% | $7,997-28.5% | $6,507-12.1% |
| Admin fee / account holder | $1,047 | $14,846-92.9% | $13,435-92.2% | $12,624-91.7% |