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 | $22,459 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.93% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,644 | $4,961-46.7% | $4,693-43.7% | $4,299-38.5% |
| Participant deferral / active EE | $4,131 | $8,310-50.3% | $7,997-48.3% | $6,507-36.5% |
| Admin fee / account holder | $517 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |