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 | $21,200 | $88,751-76.1% | $81,812-74.1% | $145,922-85.5% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 14.71% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,901 | $3,083-38.3% | $2,912-34.7% | $4,660-59.2% |
| Participant deferral / active EE | $4,730 | $4,643+1.9% | $4,319+9.5% | $6,688-29.3% |
| Admin fee / account holder | $3,856 | $8,415-54.2% | $7,386-47.8% | $13,397-71.2% |