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 | $28,873 | $177,572-83.7% | $154,803-81.3% | $142,382-79.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 78.37% | 65.07%+13.3pp | 58.88%+19.5pp | 217.08%-138.7pp |
| Employer contribution / active EE | $1,783 | $4,810-62.9% | $4,305-58.6% | $4,299-58.5% |
| Participant deferral / active EE | $9,502 | $6,272+51.5% | $5,540+71.5% | $6,507+46.0% |
| Admin fee / account holder | $2,449 | $16,786-85.4% | $14,329-82.9% | $12,624-80.6% |