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 | $17,338 | $95,266-81.8% | $82,389-79.0% | $142,382-87.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.5%+24.2pp | 80.1%+13.6pp |
| Annual return | 22.22% | 25.74%-3.5pp | 28.67%-6.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,971 | $2,991-34.1% | $2,517-21.7% | $4,299-54.2% |
| Participant deferral / active EE | $4,207 | $4,809-12.5% | $4,155+1.3% | $6,507-35.3% |
| Admin fee / account holder | $926 | $8,563-89.2% | $7,231-87.2% | $12,624-92.7% |