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 | $13,643 | $117,983-88.4% | $101,794-86.6% | $142,382-90.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 22.23% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,392 | $2,773-49.8% | $2,289-39.2% | $4,299-67.6% |
| Participant deferral / active EE | $1,732 | $4,714-63.2% | $4,084-57.6% | $6,507-73.4% |
| Admin fee / account holder | $526 | $10,433-95.0% | $8,777-94.0% | $12,624-95.8% |