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 | $10,881 | $111,754-90.3% | $103,333-89.5% | $145,922-92.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 14.14% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,829 | $4,212-56.6% | $3,868-52.7% | $4,660-60.8% |
| Participant deferral / active EE | $3,306 | $5,619-41.2% | $5,057-34.6% | $6,688-50.6% |
| Admin fee / account holder | $1,094 | $9,750-88.8% | $8,355-86.9% | $13,397-91.8% |