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 | $20,248 | $159,602-87.3% | $150,045-86.5% | $142,382-85.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 25.44% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $6,619 | $4,961+33.4% | $4,693+41.0% | $4,299+54.0% |
| Participant deferral / active EE | $10,514 | $8,310+26.5% | $7,997+31.5% | $6,507+61.6% |
| Admin fee / account holder | $3,658 | $14,846-75.4% | $13,435-72.8% | $12,624-71.0% |