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 | $25,772 | $159,602-83.9% | $150,045-82.8% | $142,382-81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,081 | $4,961-37.9% | $4,693-34.3% | $4,299-28.3% |
| Participant deferral / active EE | $4,963 | $8,310-40.3% | $7,997-37.9% | $6,507-23.7% |
| Admin fee / account holder | $4,115 | $14,846-72.3% | $13,435-69.4% | $12,624-67.4% |