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 | $17,011 | $111,754-84.8% | $103,333-83.5% | $145,922-88.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 14.83% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,060 | $4,212-51.1% | $3,868-46.7% | $4,660-55.8% |
| Participant deferral / active EE | $4,199 | $5,619-25.3% | $5,057-17.0% | $6,688-37.2% |
| Admin fee / account holder | $517 | $9,750-94.7% | $8,355-93.8% | $13,397-96.1% |