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 | $12,418 | $109,982-88.7% | $97,226-87.2% | $145,922-91.5% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 10.42% | 242.90%-232.5pp | 75.13%-64.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,114 | $3,084-63.9% | $2,729-59.2% | $4,660-76.1% |
| Participant deferral / active EE | $1,850 | $4,676-60.4% | $4,264-56.6% | $6,688-72.3% |
| Admin fee / account holder | $5,412 | $6,221-13.0% | $5,654-4.3% | $13,397-59.6% |