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 8-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 | $18,808 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.93% | 65.07%-45.1pp | 58.88%-39.0pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,623 | $4,810-66.3% | $4,305-62.3% | $4,299-62.2% |
| Participant deferral / active EE | $2,397 | $6,272-61.8% | $5,540-56.7% | $6,507-63.2% |
| Admin fee / account holder | $1,322 | $16,786-92.1% | $14,329-90.8% | $12,624-89.5% |