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 | $14,698 | $158,398-90.7% | $126,539-88.4% | $142,382-89.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 23.05% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,528 | $4,650-67.1% | $3,674-58.4% | $4,299-64.5% |
| Participant deferral / active EE | $2,206 | $4,767-53.7% | $4,083-46.0% | $6,507-66.1% |
| Admin fee / account holder | $523 | $6,918-92.4% | $6,065-91.4% | $12,624-95.9% |