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 | $13,547 | $109,982-87.7% | $97,226-86.1% | $145,922-90.7% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 13.06% | 242.90%-229.8pp | 75.13%-62.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $936 | $3,084-69.7% | $2,729-65.7% | $4,660-79.9% |
| Participant deferral / active EE | $2,410 | $4,676-48.5% | $4,264-43.5% | $6,688-64.0% |
| Admin fee / account holder | $910 | $6,221-85.4% | $5,654-83.9% | $13,397-93.2% |