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 | $22,519 | $158,398-85.8% | $126,539-82.2% | $142,382-84.2% |
| Participation rate | 86.4% | 75.8%+10.6pp | 69.8%+16.5pp | 80.1%+6.2pp |
| Annual return | 17.71% | 593.76%-576.0pp | 425.95%-408.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,897 | $4,650-59.2% | $3,674-48.4% | $4,299-55.9% |
| Participant deferral / active EE | $5,164 | $4,767+8.3% | $4,083+26.5% | $6,507-20.6% |
| Admin fee / account holder | $558 | $6,918-91.9% | $6,065-90.8% | $12,624-95.6% |