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 3-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 | $9,446 | $81,248-88.4% | $155,509-93.9% | $80,856-88.3% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 84.76% | 33.31%+51.5pp | 64.67%+20.1pp | 35.59%+49.2pp |
| Employer contribution / active EE | $1,056 | $3,100-65.9% | $4,672-77.4% | $2,755-61.7% |
| Participant deferral / active EE | $2,108 | $3,452-38.9% | $5,626-62.5% | $4,296-50.9% |
| Admin fee / account holder | $778 | $7,997-90.3% | $15,912-95.1% | $6,918-88.8% |