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 | $22,046 | $108,919-79.8% | $100,391-78.0% | $145,922-84.9% |
| Participation rate | 93.3% | 82.9%+10.4pp | 81.5%+11.9pp | 80.3%+13.1pp |
| Annual return | 22.23% | 57.88%-35.7pp | 49.20%-27.0pp | 561.29%-539.1pp |
| Employer contribution / active EE | $5,653 | $4,419+27.9% | $3,942+43.4% | $4,660+21.3% |
| Participant deferral / active EE | $12,581 | $8,445+49.0% | $8,082+55.7% | $6,688+88.1% |
| Admin fee / account holder | $986 | $9,689-89.8% | $7,899-87.5% | $13,397-92.6% |