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 | $8,866 | $80,717-89.0% | $154,803-94.3% | $84,808-89.5% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 20.60% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,054 | $2,761-61.8% | $4,305-75.5% | $2,631-59.9% |
| Participant deferral / active EE | $1,316 | $3,303-60.2% | $5,540-76.2% | $4,212-68.8% |
| Admin fee / account holder | $444 | $6,746-93.4% | $14,329-96.9% | $7,344-94.0% |