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 | $18,404 | $159,602-88.5% | $150,045-87.7% | $142,382-87.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.73% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,185 | $4,961-56.0% | $4,693-53.4% | $4,299-49.2% |
| Participant deferral / active EE | $3,799 | $8,310-54.3% | $7,997-52.5% | $6,507-41.6% |
| Admin fee / account holder | $2,112 | $14,846-85.8% | $13,435-84.3% | $12,624-83.3% |