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 | $11,346 | $106,515-89.3% | $96,683-88.3% | $139,434-91.9% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 34.62% | 38.43%-3.8pp | 35.69%-1.1pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,805 | $4,103-56.0% | $3,737-51.7% | $4,751-62.0% |
| Participant deferral / active EE | $4,819 | $5,454-11.6% | $4,878-1.2% | $6,710-28.2% |
| Admin fee / account holder | $306 | $7,877-96.1% | $6,730-95.5% | $11,403-97.3% |