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 | $20,747 | $210,648-90.2% | $177,989-88.3% | $145,922-85.8% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.06% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,720 | $4,565-62.3% | $3,949-56.4% | $4,660-63.1% |
| Participant deferral / active EE | $1,953 | $6,958-71.9% | $6,276-68.9% | $6,688-70.8% |
| Admin fee / account holder | $2,001 | $12,013-83.3% | $10,363-80.7% | $13,397-85.1% |