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 | $16,783 | $159,602-89.5% | $150,045-88.8% | $142,382-88.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 17.51% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,112 | $4,961-17.1% | $4,693-12.4% | $4,299-4.3% |
| Participant deferral / active EE | $5,754 | $8,310-30.8% | $7,997-28.0% | $6,507-11.6% |
| Admin fee / account holder | $2,212 | $14,846-85.1% | $13,435-83.5% | $12,624-82.5% |