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 | $23,322 | $177,572-86.9% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.39% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,533 | $4,810-68.1% | $4,305-64.4% | $4,299-64.3% |
| Participant deferral / active EE | $2,879 | $6,272-54.1% | $5,540-48.0% | $6,507-55.8% |
| Admin fee / account holder | $432 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |