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 3-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 | $8,697 | $80,717-89.2% | $154,803-94.4% | $84,808-89.7% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 21.10% | 37.96%-16.9pp | 58.88%-37.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,537 | $2,761-44.3% | $4,305-64.3% | $2,631-41.6% |
| Participant deferral / active EE | $1,900 | $3,303-42.5% | $5,540-65.7% | $4,212-54.9% |
| Admin fee / account holder | $364 | $6,746-94.6% | $14,329-97.5% | $7,344-95.0% |