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 | $10,334 | $114,381-91.0% | $107,525-90.4% | $142,382-92.7% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 15.89% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,096 | $4,015-47.8% | $3,754-44.2% | $4,299-51.2% |
| Participant deferral / active EE | $2,291 | $5,564-58.8% | $5,116-55.2% | $6,507-64.8% |
| Admin fee / account holder | $2,073 | $9,860-79.0% | $8,919-76.8% | $12,624-83.6% |