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 4-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 | $21,991 | $177,572-87.6% | $154,803-85.8% | $142,382-84.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,366 | $4,810-71.6% | $4,305-68.3% | $4,299-68.2% |
| Participant deferral / active EE | $3,983 | $6,272-36.5% | $5,540-28.1% | $6,507-38.8% |
| Admin fee / account holder | $844 | $16,786-95.0% | $14,329-94.1% | $12,624-93.3% |