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 3-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 | $21,313 | $159,602-86.6% | $150,045-85.8% | $142,382-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 176.84% | 70.24%+106.6pp | 62.55%+114.3pp | 217.08%-40.2pp |
| Employer contribution / active EE | $2,173 | $4,961-56.2% | $4,693-53.7% | $4,299-49.4% |
| Participant deferral / active EE | $3,649 | $8,310-56.1% | $7,997-54.4% | $6,507-43.9% |
| Admin fee / account holder | $609 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |