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 6-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 | $20,348 | $100,773-79.8% | $88,946-77.1% | $142,382-85.7% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 13.52% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,042 | $2,918-64.3% | $2,555-59.2% | $4,299-75.8% |
| Participant deferral / active EE | $4,985 | $5,230-4.7% | $4,581+8.8% | $6,507-23.4% |
| Admin fee / account holder | $868 | $9,693-91.0% | $8,261-89.5% | $12,624-93.1% |