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 | $14,427 | $99,877-85.6% | $84,966-83.0% | $145,922-90.1% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.30% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,684 | $3,231+45.0% | $2,727+71.8% | $4,660+0.5% |
| Participant deferral / active EE | $4,491 | $5,291-15.1% | $4,519-0.6% | $6,688-32.9% |
| Admin fee / account holder | $2,710 | $7,248-62.6% | $6,149-55.9% | $13,397-79.8% |