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 | $21,338 | $81,248-73.7% | $155,509-86.3% | $80,856-73.6% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.5pp |
| Annual return | 62.69% | 33.31%+29.4pp | 64.67%-2.0pp | 35.59%+27.1pp |
| Employer contribution / active EE | $1,735 | $3,100-44.0% | $4,672-62.9% | $2,755-37.0% |
| Participant deferral / active EE | $7,789 | $3,452+125.7% | $5,626+38.4% | $4,296+81.3% |
| Admin fee / account holder | $666 | $7,997-91.7% | $15,912-95.8% | $6,918-90.4% |