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 | $15,916 | $100,773-84.2% | $88,946-82.1% | $142,382-88.8% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 17.67% | 70.18%-52.5pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,604 | $2,918-45.0% | $2,555-37.2% | $4,299-62.7% |
| Participant deferral / active EE | $3,401 | $5,230-35.0% | $4,581-25.8% | $6,507-47.7% |
| Admin fee / account holder | $589 | $9,693-93.9% | $8,261-92.9% | $12,624-95.3% |