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 9-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 | $20,302 | $110,257-81.6% | $96,544-79.0% | $139,434-85.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 19.46% | 26.32%-6.9pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,633 | $3,620+0.4% | $2,965+22.5% | $4,751-23.5% |
| Participant deferral / active EE | $8,779 | $5,548+58.2% | $4,851+81.0% | $6,710+30.8% |
| Admin fee / account holder | $1,893 | $11,591-83.7% | $8,252-77.1% | $11,403-83.4% |