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 | $21,228 | $58,208-63.5% | $81,812-74.1% | $80,856-73.7% |
| Participation rate | 81.8% | 63.4%+18.4pp | 72.3%+9.5pp | 67.6%+14.2pp |
| Annual return | 17.36% | 41.66%-24.3pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,639 | $2,340-30.0% | $2,912-43.7% | $2,755-40.5% |
| Participant deferral / active EE | $3,744 | $3,281+14.1% | $4,319-13.3% | $4,296-12.8% |
| Admin fee / account holder | $1,586 | $4,981-68.2% | $7,386-78.5% | $6,918-77.1% |