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 3-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 | $20,941 | $159,602-86.9% | $150,045-86.0% | $142,382-85.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 27.54% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,340 | $4,961-12.5% | $4,693-7.5% | $4,299+0.9% |
| Participant deferral / active EE | $7,493 | $8,310-9.8% | $7,997-6.3% | $6,507+15.2% |
| Admin fee / account holder | $562 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |