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 | $14,863 | $104,974-85.8% | $95,585-84.5% | $142,382-89.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 31.08% | 210.33%-179.2pp | 38.56%-7.5pp | 217.08%-186.0pp |
| Employer contribution / active EE | $1,219 | $2,779-56.1% | $2,527-51.8% | $4,299-71.7% |
| Participant deferral / active EE | $2,035 | $4,352-53.2% | $4,023-49.4% | $6,507-68.7% |
| Admin fee / account holder | $1,039 | $6,386-83.7% | $6,127-83.0% | $12,624-91.8% |