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 | $17,181 | $177,572-90.3% | $154,803-88.9% | $142,382-87.9% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 16.50% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,521 | $4,810-68.4% | $4,305-64.7% | $4,299-64.6% |
| Participant deferral / active EE | $3,131 | $6,272-50.1% | $5,540-43.5% | $6,507-51.9% |
| Admin fee / account holder | $406 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |