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 | $23,287 | $95,266-75.6% | $82,389-71.7% | $142,382-83.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 34.53% | 25.74%+8.8pp | 28.67%+5.9pp | 217.08%-182.6pp |
| Employer contribution / active EE | $9,332 | $2,991+212.0% | $2,517+270.7% | $4,299+117.1% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,030 | $8,563-88.0% | $7,231-85.7% | $12,624-91.8% |