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 | $17,408 | $177,572-90.2% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.78% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,248 | $4,810-32.5% | $4,305-24.6% | $4,299-24.4% |
| Participant deferral / active EE | $4,095 | $6,272-34.7% | $5,540-26.1% | $6,507-37.1% |
| Admin fee / account holder | $1,599 | $16,786-90.5% | $14,329-88.8% | $12,624-87.3% |