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 | $22,447 | $177,572-87.4% | $154,803-85.5% | $142,382-84.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.69% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,534 | $4,810-68.1% | $4,305-64.4% | $4,299-64.3% |
| Participant deferral / active EE | $3,267 | $6,272-47.9% | $5,540-41.0% | $6,507-49.8% |
| Admin fee / account holder | $1,174 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |