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 | $21,778 | $100,773-78.4% | $88,946-75.5% | $142,382-84.7% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 21.99% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,004 | $2,918+3.0% | $2,555+17.6% | $4,299-30.1% |
| Participant deferral / active EE | $4,370 | $5,230-16.4% | $4,581-4.6% | $6,507-32.8% |
| Admin fee / account holder | $4,261 | $9,693-56.0% | $8,261-48.4% | $12,624-66.2% |