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 | $13,882 | $177,572-92.2% | $154,803-91.0% | $142,382-90.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 30.68% | 65.07%-34.4pp | 58.88%-28.2pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,478 | $4,810-48.5% | $4,305-42.4% | $4,299-42.4% |
| Participant deferral / active EE | $4,238 | $6,272-32.4% | $5,540-23.5% | $6,507-34.9% |
| Admin fee / account holder | $1,045 | $16,786-93.8% | $14,329-92.7% | $12,624-91.7% |