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 3-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 | $25,964 | $214,378-87.9% | $200,582-87.1% | $142,382-81.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 37.72% | 46.41%-8.7pp | 42.33%-4.6pp | 217.08%-179.4pp |
| Employer contribution / active EE | $3,642 | $6,841-46.8% | $6,419-43.3% | $4,299-15.3% |
| Participant deferral / active EE | $8,832 | $9,865-10.5% | $9,331-5.4% | $6,507+35.7% |
| Admin fee / account holder | $372 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |