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 | $16,649 | $80,717-79.4% | $154,803-89.2% | $84,808-80.4% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 15.27% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,968 | $3,303-40.4% | $5,540-64.5% | $4,212-53.3% |
| Admin fee / account holder | $761 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |