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 3-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 | $13,661 | $107,452-87.3% | $91,541-85.1% | $142,382-90.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 18.91% | 22.06%-3.1pp | 20.50%-1.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,308 | $4,754+32.7% | $4,008+57.4% | $6,507-3.1% |
| Admin fee / account holder | $1,356 | $8,834-84.7% | $6,956-80.5% | $12,624-89.3% |