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 | $25,464 | $100,773-74.7% | $88,946-71.4% | $142,382-82.1% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 17.65% | 70.18%-52.5pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,240 | $2,918-23.2% | $2,555-12.3% | $4,299-47.9% |
| Participant deferral / active EE | $4,413 | $5,230-15.6% | $4,581-3.7% | $6,507-32.2% |
| Admin fee / account holder | $362 | $9,693-96.3% | $8,261-95.6% | $12,624-97.1% |