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 9-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 | $19,683 | $148,534-86.7% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 22.75% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,526 | $5,243-13.7% | $4,856-6.8% | $4,751-4.7% |
| Participant deferral / active EE | $5,040 | $8,100-37.8% | $7,758-35.0% | $6,710-24.9% |
| Admin fee / account holder | $450 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |