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 | $29,518 | $158,398-81.4% | $126,539-76.7% | $142,382-79.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 16.92% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,827 | $4,650-39.2% | $3,674-23.1% | $4,299-34.2% |
| Participant deferral / active EE | $4,187 | $4,767-12.2% | $4,083+2.6% | $6,507-35.7% |
| Admin fee / account holder | $13,917 | $6,918+101.2% | $6,065+129.5% | $12,624+10.2% |