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 | $23,432 | $177,572-86.8% | $154,803-84.9% | $142,382-83.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 22.49% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,509 | $4,810-47.8% | $4,305-41.7% | $4,299-41.6% |
| Participant deferral / active EE | $4,041 | $6,272-35.6% | $5,540-27.1% | $6,507-37.9% |
| Admin fee / account holder | $649 | $16,786-96.1% | $14,329-95.5% | $12,624-94.9% |