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 | $19,911 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 25.34% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,312 | $4,961-33.2% | $4,693-29.4% | $4,299-23.0% |
| Participant deferral / active EE | $5,670 | $8,310-31.8% | $7,997-29.1% | $6,507-12.9% |
| Admin fee / account holder | $393 | $14,846-97.3% | $13,435-97.1% | $12,624-96.9% |