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 | $13,207 | $111,754-88.2% | $103,333-87.2% | $145,922-90.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 21.51% | 24.77%-3.3pp | 24.88%-3.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,031 | $4,212-51.8% | $3,868-47.5% | $4,660-56.4% |
| Participant deferral / active EE | $4,520 | $5,619-19.6% | $5,057-10.6% | $6,688-32.4% |
| Admin fee / account holder | $880 | $9,750-91.0% | $8,355-89.5% | $13,397-93.4% |