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 7-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 | $23,697 | $58,208-59.3% | $81,812-71.0% | $80,856-70.7% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 13.04% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,641 | $2,340-29.9% | $2,912-43.7% | $2,755-40.4% |
| Participant deferral / active EE | $2,542 | $3,281-22.5% | $4,319-41.1% | $4,296-40.8% |
| Admin fee / account holder | $424 | $4,981-91.5% | $7,386-94.3% | $6,918-93.9% |