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 | $13,639 | $80,717-83.1% | $154,803-91.2% | $84,808-83.9% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 29.67% | 37.96%-8.3pp | 58.88%-29.2pp | 40.90%-11.2pp |
| Employer contribution / active EE | $2,596 | $2,761-6.0% | $4,305-39.7% | $2,631-1.3% |
| Participant deferral / active EE | $2,174 | $3,303-34.2% | $5,540-60.8% | $4,212-48.4% |
| Admin fee / account holder | $315 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |