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 6-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 | $20,342 | $102,616-80.2% | $81,983-75.2% | $158,922-87.2% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 35.44% | 61.04%-25.6pp | 41.31%-5.9pp | 302.83%-267.4pp |
| Employer contribution / active EE | $1,750 | $3,240-46.0% | $2,498-29.9% | $4,761-63.2% |
| Participant deferral / active EE | $3,713 | $4,648-20.1% | $3,722-0.2% | $5,982-37.9% |
| Admin fee / account holder | $327 | $8,235-96.0% | $5,664-94.2% | $11,246-97.1% |