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 | $16,389 | $74,888-78.1% | $71,209-77.0% | $142,382-88.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 22.45% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,873 | $2,854-34.4% | $2,721-31.2% | $4,299-56.4% |
| Participant deferral / active EE | $2,668 | $4,454-40.1% | $4,175-36.1% | $6,507-59.0% |
| Admin fee / account holder | $529 | $5,568-90.5% | $5,349-90.1% | $12,624-95.8% |