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 | $14,444 | $74,888-80.7% | $71,209-79.7% | $142,382-89.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 17.68% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,939 | $2,854-32.1% | $2,721-28.7% | $4,299-54.9% |
| Participant deferral / active EE | $3,444 | $4,454-22.7% | $4,175-17.5% | $6,507-47.1% |
| Admin fee / account holder | $524 | $5,568-90.6% | $5,349-90.2% | $12,624-95.8% |