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 | $20,671 | $74,888-72.4% | $71,209-71.0% | $142,382-85.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 19.10% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,923 | $2,854-32.6% | $2,721-29.3% | $4,299-55.3% |
| Participant deferral / active EE | $3,894 | $4,454-12.6% | $4,175-6.7% | $6,507-40.2% |
| Admin fee / account holder | $494 | $5,568-91.1% | $5,349-90.8% | $12,624-96.1% |