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 4-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 | $18,623 | $106,584-82.5% | $101,326-81.6% | $142,382-86.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 23.33% | 36.93%-13.6pp | 36.82%-13.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,076 | $3,956-72.8% | $3,665-70.6% | $4,299-75.0% |
| Participant deferral / active EE | $12,640 | $8,297+52.3% | $7,994+58.1% | $6,507+94.2% |
| Admin fee / account holder | $2,269 | $11,446-80.2% | $11,185-79.7% | $12,624-82.0% |