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 | $22,858 | $177,572-87.1% | $154,803-85.2% | $142,382-83.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.17% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,561 | $4,810-67.6% | $4,305-63.8% | $4,299-63.7% |
| Participant deferral / active EE | $5,582 | $6,272-11.0% | $5,540+0.8% | $6,507-14.2% |
| Admin fee / account holder | $607 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |