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 | $21,230 | $100,773-78.9% | $88,946-76.1% | $142,382-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 52.00% | 70.18%-18.2pp | 57.82%-5.8pp | 217.08%-165.1pp |
| Employer contribution / active EE | $2,920 | $2,918+0.1% | $2,555+14.3% | $4,299-32.1% |
| Participant deferral / active EE | $6,109 | $5,230+16.8% | $4,581+33.3% | $6,507-6.1% |
| Admin fee / account holder | $375 | $9,693-96.1% | $8,261-95.5% | $12,624-97.0% |