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 | $27,935 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 21.54% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,666 | $4,810-23.8% | $4,305-14.9% | $4,299-14.7% |
| Participant deferral / active EE | $5,779 | $6,272-7.9% | $5,540+4.3% | $6,507-11.2% |
| Admin fee / account holder | $723 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |