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 | $12,618 | $53,516-76.4% | $126,539-90.0% | $84,808-85.1% |
| Participation rate | 90.2% | 58.2%+32.0pp | 69.8%+20.4pp | 68.3%+21.9pp |
| Annual return | 17.21% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,522 | $1,535-0.8% | $3,674-58.6% | $2,631-42.1% |
| Participant deferral / active EE | $2,829 | $2,671+5.9% | $4,083-30.7% | $4,212-32.8% |
| Admin fee / account holder | $2,540 | $4,497-43.5% | $6,065-58.1% | $7,344-65.4% |