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 | $18,966 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 28.40% | 70.24%-41.8pp | 62.55%-34.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,395 | $4,961-51.7% | $4,693-49.0% | $4,299-44.3% |
| Participant deferral / active EE | $6,105 | $8,310-26.5% | $7,997-23.7% | $6,507-6.2% |
| Admin fee / account holder | $486 | $14,846-96.7% | $13,435-96.4% | $12,624-96.2% |