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 | $16,749 | $148,534-88.7% | $135,903-87.7% | $139,434-88.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.33% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,690 | $5,243-67.8% | $4,856-65.2% | $4,751-64.4% |
| Participant deferral / active EE | $4,281 | $8,100-47.1% | $7,758-44.8% | $6,710-36.2% |
| Admin fee / account holder | $308 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |