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 | $19,113 | $74,888-74.5% | $71,209-73.2% | $142,382-86.6% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 17.42% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,920 | $2,854-32.7% | $2,721-29.4% | $4,299-55.3% |
| Participant deferral / active EE | $3,149 | $4,454-29.3% | $4,175-24.6% | $6,507-51.6% |
| Admin fee / account holder | $839 | $5,568-84.9% | $5,349-84.3% | $12,624-93.4% |