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 6-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 | $13,311 | $68,719-80.6% | $91,541-85.5% | $84,808-84.3% |
| Participation rate | 97.6% | 64.5%+33.1pp | 69.8%+27.8pp | 68.3%+29.2pp |
| Annual return | 23.97% | 19.12%+4.9pp | 20.50%+3.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,250 | $1,920-34.9% | $2,505-50.1% | $2,631-52.5% |
| Participant deferral / active EE | $2,177 | $3,136-30.6% | $4,008-45.7% | $4,212-48.3% |
| Admin fee / account holder | $531 | $5,786-90.8% | $6,956-92.4% | $7,344-92.8% |