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 | $24,687 | $183,519-86.5% | $155,509-84.1% | $145,922-83.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.05% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,015 | $5,313-62.1% | $4,672-56.9% | $4,660-56.8% |
| Participant deferral / active EE | $6,133 | $6,462-5.1% | $5,626+9.0% | $6,688-8.3% |
| Admin fee / account holder | $456 | $19,313-97.6% | $15,912-97.1% | $13,397-96.6% |