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 | $22,260 | $105,126-78.8% | $94,646-76.5% | $139,434-84.0% |
| Participation rate | 84.6% | 82.4%+2.3pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 20.39% | 38.03%-17.6pp | 156.71%-136.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,121 | $7,599-32.6% | $7,418-31.0% | $6,710-23.7% |
| Admin fee / account holder | $903 | $8,984-90.0% | $7,231-87.5% | $11,403-92.1% |