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 | $10,433 | $54,705-80.9% | $71,209-85.3% | $84,808-87.7% |
| Participation rate | 88.1% | 64.1%+24.1pp | 73.8%+14.4pp | 68.3%+19.8pp |
| Annual return | 21.19% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,252 | $2,158+4.4% | $2,721-17.2% | $2,631-14.4% |
| Participant deferral / active EE | $3,393 | $3,030+12.0% | $4,175-18.7% | $4,212-19.4% |
| Admin fee / account holder | $822 | $4,863-83.1% | $5,349-84.6% | $7,344-88.8% |