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 | $22,764 | $163,101-86.0% | $136,749-83.4% | $142,382-84.0% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 28.99% | 27.54%+1.4pp | 24.33%+4.7pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,157 | $4,117-47.6% | $3,400-36.6% | $4,299-49.8% |
| Participant deferral / active EE | $3,126 | $5,585-44.0% | $4,692-33.4% | $6,507-52.0% |
| Admin fee / account holder | $1,746 | $14,318-87.8% | $11,386-84.7% | $12,624-86.2% |