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 | $23,711 | $177,572-86.6% | $154,803-84.7% | $142,382-83.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.35% | 65.07%-37.7pp | 58.88%-31.5pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,996 | $4,810-58.5% | $4,305-53.6% | $4,299-53.6% |
| Participant deferral / active EE | $5,760 | $6,272-8.2% | $5,540+4.0% | $6,507-11.5% |
| Admin fee / account holder | $797 | $16,786-95.3% | $14,329-94.4% | $12,624-93.7% |