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 | $18,262 | $159,602-88.6% | $150,045-87.8% | $142,382-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.12% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,018 | $4,961-59.3% | $4,693-57.0% | $4,299-53.1% |
| Participant deferral / active EE | $2,885 | $8,310-65.3% | $7,997-63.9% | $6,507-55.7% |
| Admin fee / account holder | $1,602 | $14,846-89.2% | $13,435-88.1% | $12,624-87.3% |