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 | $20,634 | $159,602-87.1% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.49% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,081 | $4,961-58.1% | $4,693-55.7% | $4,299-51.6% |
| Participant deferral / active EE | $4,290 | $8,310-48.4% | $7,997-46.4% | $6,507-34.1% |
| Admin fee / account holder | $3,554 | $14,846-76.1% | $13,435-73.5% | $12,624-71.8% |