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 | $24,323 | $179,726-86.5% | $156,263-84.4% | $142,382-82.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 14.38% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,022 | $5,069-60.1% | $4,333-53.3% | $4,299-53.0% |
| Participant deferral / active EE | $2,475 | $6,956-64.4% | $6,158-59.8% | $6,507-62.0% |
| Admin fee / account holder | $395 | $17,272-97.7% | $14,255-97.2% | $12,624-96.9% |