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 | $23,954 | $159,602-85.0% | $150,045-84.0% | $142,382-83.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 85.46% | 70.24%+15.2pp | 62.55%+22.9pp | 217.08%-131.6pp |
| Employer contribution / active EE | $3,550 | $4,961-28.4% | $4,693-24.3% | $4,299-17.4% |
| Participant deferral / active EE | $5,696 | $8,310-31.5% | $7,997-28.8% | $6,507-12.5% |
| Admin fee / account holder | $1,513 | $14,846-89.8% | $13,435-88.7% | $12,624-88.0% |