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 | $22,428 | $99,877-77.5% | $84,966-73.6% | $145,922-84.6% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 11.93% | 83.76%-71.8pp | 66.38%-54.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,470 | $3,231-23.6% | $2,727-9.4% | $4,660-47.0% |
| Participant deferral / active EE | $6,196 | $5,291+17.1% | $4,519+37.1% | $6,688-7.3% |
| Admin fee / account holder | $374 | $7,248-94.8% | $6,149-93.9% | $13,397-97.2% |