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 | $15,212 | $114,381-86.7% | $107,525-85.9% | $142,382-89.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.32% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,925 | $4,015-52.0% | $3,754-48.7% | $4,299-55.2% |
| Participant deferral / active EE | $2,402 | $5,564-56.8% | $5,116-53.1% | $6,507-63.1% |
| Admin fee / account holder | $626 | $9,860-93.7% | $8,919-93.0% | $12,624-95.0% |