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 | $14,237 | $106,515-86.6% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 25.09% | 38.43%-13.3pp | 35.69%-10.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,148 | $4,103-47.6% | $3,737-42.5% | $4,751-54.8% |
| Participant deferral / active EE | $3,230 | $5,454-40.8% | $4,878-33.8% | $6,710-51.9% |
| Admin fee / account holder | $322 | $7,877-95.9% | $6,730-95.2% | $11,403-97.2% |