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 | $18,681 | $100,773-81.5% | $88,946-79.0% | $142,382-86.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 18.31% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $681 | $2,918-76.7% | $2,555-73.3% | $4,299-84.2% |
| Participant deferral / active EE | $9,624 | $5,230+84.0% | $4,581+110.1% | $6,507+47.9% |
| Admin fee / account holder | $6,533 | $9,693-32.6% | $8,261-20.9% | $12,624-48.2% |