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 5-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 | $29,431 | $158,398-81.4% | $126,539-76.7% | $142,382-79.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 15.21% | 593.76%-578.5pp | 425.95%-410.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,542 | $4,650-45.3% | $3,674-30.8% | $4,299-40.9% |
| Participant deferral / active EE | $2,623 | $4,767-45.0% | $4,083-35.7% | $6,507-59.7% |
| Admin fee / account holder | $654 | $6,918-90.5% | $6,065-89.2% | $12,624-94.8% |