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 | $24,541 | $177,572-86.2% | $154,803-84.1% | $142,382-82.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.83% | 65.07%-41.2pp | 58.88%-35.1pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,722 | $4,810-64.2% | $4,305-60.0% | $4,299-59.9% |
| Participant deferral / active EE | $4,787 | $6,272-23.7% | $5,540-13.6% | $6,507-26.4% |
| Admin fee / account holder | $429 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |