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 | $16,020 | $177,572-91.0% | $154,803-89.7% | $142,382-88.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.29% | 65.07%-32.8pp | 58.88%-26.6pp | 217.08%-184.8pp |
| Employer contribution / active EE | $1,703 | $4,810-64.6% | $4,305-60.5% | $4,299-60.4% |
| Participant deferral / active EE | $2,088 | $6,272-66.7% | $5,540-62.3% | $6,507-67.9% |
| Admin fee / account holder | $968 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |