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 | $12,845 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 21.87% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,727 | $4,015-57.0% | $3,754-54.0% | $4,299-59.8% |
| Participant deferral / active EE | $2,555 | $5,564-54.1% | $5,116-50.1% | $6,507-60.7% |
| Admin fee / account holder | $1,298 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |