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 | $18,885 | $105,126-82.0% | $94,646-80.0% | $139,434-86.5% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 24.92% | 38.03%-13.1pp | 156.71%-131.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,048 | $4,106-25.8% | $3,672-17.0% | $4,751-35.8% |
| Participant deferral / active EE | $4,336 | $7,599-42.9% | $7,418-41.5% | $6,710-35.4% |
| Admin fee / account holder | $674 | $8,984-92.5% | $7,231-90.7% | $11,403-94.1% |