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 | $26,585 | $159,602-83.3% | $150,045-82.3% | $142,382-81.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.30% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,020 | $4,961-59.3% | $4,693-57.0% | $4,299-53.0% |
| Participant deferral / active EE | $3,044 | $8,310-63.4% | $7,997-61.9% | $6,507-53.2% |
| Admin fee / account holder | $704 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |