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 | $16,807 | $74,888-77.6% | $71,209-76.4% | $142,382-88.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 28.59% | 345.14%-316.6pp | 282.51%-253.9pp | 217.08%-188.5pp |
| Employer contribution / active EE | $3,992 | $2,854+39.9% | $2,721+46.7% | $4,299-7.1% |
| Participant deferral / active EE | $5,852 | $4,454+31.4% | $4,175+40.1% | $6,507-10.1% |
| Admin fee / account holder | $836 | $5,568-85.0% | $5,349-84.4% | $12,624-93.4% |