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 | $17,160 | $48,795-64.8% | $65,493-73.8% | $84,808-79.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 20.07% | 20.20%-0.1pp | 982.45%-962.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,744 | $1,930-9.6% | $2,574-32.2% | $2,631-33.7% |
| Participant deferral / active EE | $3,476 | $2,928+18.7% | $3,961-12.2% | $4,212-17.5% |
| Admin fee / account holder | $1,843 | $3,877-52.5% | $5,028-63.4% | $7,344-74.9% |