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 | $28,875 | $214,378-86.5% | $200,582-85.6% | $142,382-79.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 28.05% | 46.41%-18.4pp | 42.33%-14.3pp | 217.08%-189.0pp |
| Employer contribution / active EE | $3,933 | $6,841-42.5% | $6,419-38.7% | $4,299-8.5% |
| Participant deferral / active EE | $8,833 | $9,865-10.5% | $9,331-5.3% | $6,507+35.7% |
| Admin fee / account holder | $822 | $17,692-95.4% | $16,305-95.0% | $12,624-93.5% |