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 | $25,989 | $159,602-83.7% | $150,045-82.7% | $142,382-81.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 23.06% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,893 | $4,961-21.5% | $4,693-17.0% | $4,299-9.4% |
| Participant deferral / active EE | $6,824 | $8,310-17.9% | $7,997-14.7% | $6,507+4.9% |
| Admin fee / account holder | $2,321 | $14,846-84.4% | $13,435-82.7% | $12,624-81.6% |