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 | $21,051 | $100,773-79.1% | $88,946-76.3% | $142,382-85.2% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 36.18% | 70.18%-34.0pp | 57.82%-21.6pp | 217.08%-180.9pp |
| Employer contribution / active EE | $1,352 | $2,918-53.7% | $2,555-47.1% | $4,299-68.5% |
| Participant deferral / active EE | $2,271 | $5,230-56.6% | $4,581-50.4% | $6,507-65.1% |
| Admin fee / account holder | $998 | $9,693-89.7% | $8,261-87.9% | $12,624-92.1% |