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 | $20,064 | $106,515-81.2% | $96,683-79.2% | $139,434-85.6% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 34.88% | 38.43%-3.5pp | 35.69%-0.8pp | 372.94%-338.1pp |
| Employer contribution / active EE | $2,328 | $4,103-43.3% | $3,737-37.7% | $4,751-51.0% |
| Participant deferral / active EE | $5,703 | $5,454+4.6% | $4,878+16.9% | $6,710-15.0% |
| Admin fee / account holder | $911 | $7,877-88.4% | $6,730-86.5% | $11,403-92.0% |