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 | $21,823 | $127,065-82.8% | $113,168-80.7% | $142,382-84.7% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 22.10% | 24.03%-1.9pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,437 | $3,442-58.2% | $2,975-51.7% | $4,299-66.6% |
| Participant deferral / active EE | $4,173 | $5,716-27.0% | $5,107-18.3% | $6,507-35.9% |
| Admin fee / account holder | $1,424 | $15,736-91.0% | $12,068-88.2% | $12,624-88.7% |