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 | $21,539 | $114,381-81.2% | $107,525-80.0% | $142,382-84.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 16.39% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,121 | $4,015-47.2% | $3,754-43.5% | $4,299-50.7% |
| Participant deferral / active EE | $4,242 | $5,564-23.8% | $5,116-17.1% | $6,507-34.8% |
| Admin fee / account holder | $397 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |