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 | $26,980 | $148,534-81.8% | $135,903-80.1% | $139,434-80.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.11% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,331 | $5,243-36.5% | $4,856-31.4% | $4,751-29.9% |
| Participant deferral / active EE | $6,679 | $8,100-17.5% | $7,758-13.9% | $6,710-0.5% |
| Admin fee / account holder | $2,189 | $12,400-82.3% | $10,762-79.7% | $11,403-80.8% |