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 | $12,157 | $114,381-89.4% | $107,525-88.7% | $142,382-91.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.61% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,291 | $4,015-67.8% | $3,754-65.6% | $4,299-70.0% |
| Participant deferral / active EE | $2,778 | $5,564-50.1% | $5,116-45.7% | $6,507-57.3% |
| Admin fee / account holder | $769 | $9,860-92.2% | $8,919-91.4% | $12,624-93.9% |