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 3-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 | $18,724 | $159,602-88.3% | $150,045-87.5% | $142,382-86.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 25.72% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,493 | $4,961-49.7% | $4,693-46.9% | $4,299-42.0% |
| Participant deferral / active EE | $4,355 | $8,310-47.6% | $7,997-45.5% | $6,507-33.1% |
| Admin fee / account holder | $706 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |