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 7-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 | $23,669 | $100,773-76.5% | $88,946-73.4% | $142,382-83.4% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.8%+13.8pp | 80.1%+2.5pp |
| Annual return | 19.30% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,580 | $2,918-45.8% | $2,555-38.2% | $4,299-63.2% |
| Participant deferral / active EE | $3,876 | $5,230-25.9% | $4,581-15.4% | $6,507-40.4% |
| Admin fee / account holder | $535 | $9,693-94.5% | $8,261-93.5% | $12,624-95.8% |