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 | $13,378 | $114,381-88.3% | $107,525-87.6% | $142,382-90.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 20.40% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,502 | $4,015-37.7% | $3,754-33.3% | $4,299-41.8% |
| Participant deferral / active EE | $3,406 | $5,564-38.8% | $5,116-33.4% | $6,507-47.7% |
| Admin fee / account holder | $455 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |