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 8-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 | $10,519 | $95,266-89.0% | $82,389-87.2% | $142,382-92.6% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 13.82% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,043 | $2,991-65.1% | $2,517-58.6% | $4,299-75.8% |
| Participant deferral / active EE | $1,394 | $4,809-71.0% | $4,155-66.5% | $6,507-78.6% |
| Admin fee / account holder | $550 | $8,563-93.6% | $7,231-92.4% | $12,624-95.6% |