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 | $19,789 | $107,452-81.6% | $91,541-78.4% | $142,382-86.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.60% | 22.06%-1.5pp | 20.50%+0.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,306 | $2,994+10.4% | $2,505+32.0% | $4,299-23.1% |
| Participant deferral / active EE | $4,132 | $4,754-13.1% | $4,008+3.1% | $6,507-36.5% |
| Admin fee / account holder | $332 | $8,834-96.2% | $6,956-95.2% | $12,624-97.4% |