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 5-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 | $21,554 | $172,478-87.5% | $145,661-85.2% | $142,382-84.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.77% | 151.09%-135.3pp | 101.46%-85.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,439 | $4,899-29.8% | $4,238-18.8% | $4,299-20.0% |
| Participant deferral / active EE | $4,376 | $8,348-47.6% | $7,198-39.2% | $6,507-32.7% |
| Admin fee / account holder | $1,431 | $16,864-91.5% | $12,466-88.5% | $12,624-88.7% |