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 | $24,217 | $210,648-88.5% | $177,989-86.4% | $145,922-83.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.99% | 385.86%-367.9pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,601 | $4,565-21.1% | $3,949-8.8% | $4,660-22.7% |
| Participant deferral / active EE | $4,377 | $6,958-37.1% | $6,276-30.3% | $6,688-34.6% |
| Admin fee / account holder | $580 | $12,013-95.2% | $10,363-94.4% | $13,397-95.7% |