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 | $10,830 | $95,266-88.6% | $82,389-86.9% | $142,382-92.4% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.5%+8.7pp | 80.1%-1.9pp |
| Annual return | 21.73% | 25.74%-4.0pp | 28.67%-6.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,456 | $2,991-51.3% | $2,517-42.2% | $4,299-66.1% |
| Participant deferral / active EE | $2,928 | $4,809-39.1% | $4,155-29.5% | $6,507-55.0% |
| Admin fee / account holder | $950 | $8,563-88.9% | $7,231-86.9% | $12,624-92.5% |