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 | $11,686 | $77,899-85.0% | $149,673-92.2% | $75,163-84.5% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 24.51% | 31.72%-7.2pp | 134.42%-109.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $2,211 | $3,137-29.5% | $4,818-54.1% | $2,670-17.2% |
| Participant deferral / active EE | $3,338 | $3,411-2.1% | $5,680-41.2% | $4,125-19.1% |
| Admin fee / account holder | $643 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |