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 | $22,494 | $74,888-70.0% | $71,209-68.4% | $142,382-84.2% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 73.32% | 345.14%-271.8pp | 282.51%-209.2pp | 217.08%-143.8pp |
| Employer contribution / active EE | $2,074 | $2,854-27.3% | $2,721-23.8% | $4,299-51.8% |
| Participant deferral / active EE | $3,580 | $4,454-19.6% | $4,175-14.3% | $6,507-45.0% |
| Admin fee / account holder | $735 | $5,568-86.8% | $5,349-86.3% | $12,624-94.2% |