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 | $23,142 | $117,983-80.4% | $101,794-77.3% | $142,382-83.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.95% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,450 | $2,773-47.7% | $2,289-36.7% | $4,299-66.3% |
| Participant deferral / active EE | $3,035 | $4,714-35.6% | $4,084-25.7% | $6,507-53.4% |
| Admin fee / account holder | $300 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |