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 5-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 | $20,337 | $110,257-81.6% | $96,544-78.9% | $139,434-85.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 11.49% | 26.32%-14.8pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,272 | $3,620-64.9% | $2,965-57.1% | $4,751-73.2% |
| Participant deferral / active EE | $2,985 | $5,548-46.2% | $4,851-38.5% | $6,710-55.5% |
| Admin fee / account holder | $1,102 | $11,591-90.5% | $8,252-86.7% | $11,403-90.3% |