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 | $17,136 | $177,572-90.3% | $154,803-88.9% | $142,382-88.0% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 21.52% | 65.07%-43.5pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,233 | $4,810-32.8% | $4,305-24.9% | $4,299-24.8% |
| Participant deferral / active EE | $4,288 | $6,272-31.6% | $5,540-22.6% | $6,507-34.1% |
| Admin fee / account holder | $519 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |