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 | $15,931 | $114,381-86.1% | $107,525-85.2% | $142,382-88.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.96% | 242.71%-221.7pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,288 | $4,015-43.0% | $3,754-39.0% | $4,299-46.8% |
| Participant deferral / active EE | $3,770 | $5,564-32.2% | $5,116-26.3% | $6,507-42.1% |
| Admin fee / account holder | $1,193 | $9,860-87.9% | $8,919-86.6% | $12,624-90.5% |