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 | $16,187 | $177,572-90.9% | $154,803-89.5% | $142,382-88.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 58.14% | 65.07%-6.9pp | 58.88%-0.7pp | 217.08%-158.9pp |
| Employer contribution / active EE | $3,064 | $4,810-36.3% | $4,305-28.8% | $4,299-28.7% |
| Participant deferral / active EE | $5,224 | $6,272-16.7% | $5,540-5.7% | $6,507-19.7% |
| Admin fee / account holder | $545 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |