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 | $23,430 | $95,266-75.4% | $82,389-71.6% | $142,382-83.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.22% | 25.74%-4.5pp | 28.67%-7.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,407 | $2,991+47.3% | $2,517+75.1% | $4,299+2.5% |
| Participant deferral / active EE | $5,563 | $4,809+15.7% | $4,155+33.9% | $6,507-14.5% |
| Admin fee / account holder | $1,540 | $8,563-82.0% | $7,231-78.7% | $12,624-87.8% |