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 3-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 | $13,992 | $74,888-81.3% | $71,209-80.4% | $142,382-90.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.79% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,656 | $2,854-7.0% | $2,721-2.4% | $4,299-38.2% |
| Participant deferral / active EE | $3,826 | $4,454-14.1% | $4,175-8.4% | $6,507-41.2% |
| Admin fee / account holder | $2,322 | $5,568-58.3% | $5,349-56.6% | $12,624-81.6% |