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 | $12,759 | $177,572-92.8% | $154,803-91.8% | $142,382-91.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.64% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,384 | $4,810-71.2% | $4,305-67.9% | $4,299-67.8% |
| Participant deferral / active EE | $3,893 | $6,272-37.9% | $5,540-29.7% | $6,507-40.2% |
| Admin fee / account holder | $979 | $16,786-94.2% | $14,329-93.2% | $12,624-92.2% |