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 | $22,395 | $99,918-77.6% | $81,382-72.5% | $145,922-84.7% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 15.92% | 34.32%-18.4pp | 24.73%-8.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,664 | $2,978-44.1% | $2,463-32.5% | $4,660-64.3% |
| Participant deferral / active EE | $4,258 | $4,605-7.5% | $3,883+9.6% | $6,688-36.3% |
| Admin fee / account holder | $2,012 | $8,212-75.5% | $5,768-65.1% | $13,397-85.0% |