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 | $13,411 | $100,773-86.7% | $88,946-84.9% | $142,382-90.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 18.83% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,102 | $2,918-62.2% | $2,555-56.9% | $4,299-74.4% |
| Participant deferral / active EE | $1,102 | $5,230-78.9% | $4,581-75.9% | $6,507-83.1% |
| Admin fee / account holder | $971 | $9,693-90.0% | $8,261-88.3% | $12,624-92.3% |