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 | $13,686 | $177,572-92.3% | $154,803-91.2% | $142,382-90.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.28% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,147 | $4,810-55.4% | $4,305-50.1% | $4,299-50.1% |
| Participant deferral / active EE | $4,862 | $6,272-22.5% | $5,540-12.2% | $6,507-25.3% |
| Admin fee / account holder | $508 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |