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 | $22,044 | $127,065-82.7% | $113,168-80.5% | $142,382-84.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.84% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,279 | $3,442-33.8% | $2,975-23.4% | $4,299-47.0% |
| Participant deferral / active EE | $2,445 | $5,716-57.2% | $5,107-52.1% | $6,507-62.4% |
| Admin fee / account holder | $6,377 | $15,736-59.5% | $12,068-47.2% | $12,624-49.5% |