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 | $23,055 | $110,257-79.1% | $96,544-76.1% | $139,434-83.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 47.87% | 26.32%+21.6pp | 25.84%+22.0pp | 372.94%-325.1pp |
| Employer contribution / active EE | $1,721 | $3,620-52.5% | $2,965-42.0% | $4,751-63.8% |
| Participant deferral / active EE | $5,024 | $5,548-9.4% | $4,851+3.6% | $6,710-25.1% |
| Admin fee / account holder | $566 | $11,591-95.1% | $8,252-93.1% | $11,403-95.0% |