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 | $20,252 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 19.29% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,423 | $4,810-49.6% | $4,305-43.7% | $4,299-43.6% |
| Participant deferral / active EE | $4,636 | $6,272-26.1% | $5,540-16.3% | $6,507-28.7% |
| Admin fee / account holder | $3,280 | $16,786-80.5% | $14,329-77.1% | $12,624-74.0% |