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 | $22,514 | $95,266-76.4% | $82,389-72.7% | $142,382-84.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 25.93% | 25.74%+0.2pp | 28.67%-2.7pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,858 | $2,991+29.0% | $2,517+53.3% | $4,299-10.3% |
| Participant deferral / active EE | $6,886 | $4,809+43.2% | $4,155+65.7% | $6,507+5.8% |
| Admin fee / account holder | $3,089 | $8,563-63.9% | $7,231-57.3% | $12,624-75.5% |