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 8-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 | $19,647 | $107,334-81.7% | $92,893-78.8% | $152,861-87.1% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 25.18% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,380 | $4,221-43.6% | $3,653-34.8% | $4,762-50.0% |
| Participant deferral / active EE | $3,709 | $4,845-23.4% | $4,236-12.4% | $5,850-36.6% |
| Admin fee / account holder | $1,113 | $7,079-84.3% | $5,794-80.8% | $11,596-90.4% |