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 | $14,925 | $100,773-85.2% | $88,946-83.2% | $142,382-89.5% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 14.01% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,273 | $2,918-56.4% | $2,555-50.2% | $4,299-70.4% |
| Participant deferral / active EE | $2,997 | $5,230-42.7% | $4,581-34.6% | $6,507-53.9% |
| Admin fee / account holder | $8,125 | $9,693-16.2% | $8,261-1.6% | $12,624-35.6% |