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 | $8,040 | $80,717-90.0% | $154,803-94.8% | $84,808-90.5% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 22.63% | 37.96%-15.3pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,862 | $2,761-32.6% | $4,305-56.8% | $2,631-29.2% |
| Participant deferral / active EE | $1,818 | $3,303-45.0% | $5,540-67.2% | $4,212-56.8% |
| Admin fee / account holder | $548 | $6,746-91.9% | $14,329-96.2% | $7,344-92.5% |