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 | $17,803 | $74,888-76.2% | $71,209-75.0% | $142,382-87.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 22.69% | 345.14%-322.5pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,832 | $2,854-35.8% | $2,721-32.7% | $4,299-57.4% |
| Participant deferral / active EE | $3,404 | $4,454-23.6% | $4,175-18.5% | $6,507-47.7% |
| Admin fee / account holder | $2,859 | $5,568-48.7% | $5,349-46.6% | $12,624-77.4% |