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 3-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 | $20,541 | $159,602-87.1% | $150,045-86.3% | $142,382-85.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 23.46% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,525 | $4,961-49.1% | $4,693-46.2% | $4,299-41.3% |
| Participant deferral / active EE | $8,853 | $8,310+6.5% | $7,997+10.7% | $6,507+36.1% |
| Admin fee / account holder | $2,184 | $14,846-85.3% | $13,435-83.7% | $12,624-82.7% |