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 | $13,238 | $60,022-77.9% | $88,946-85.1% | $84,808-84.4% |
| Participation rate | 95.5% | 57.8%+37.6pp | 68.8%+26.6pp | 68.3%+27.1pp |
| Annual return | 25.18% | 22.43%+2.8pp | 57.82%-32.6pp | 40.90%-15.7pp |
| Employer contribution / active EE | $1,964 | $1,703+15.4% | $2,555-23.1% | $2,631-25.3% |
| Participant deferral / active EE | $3,070 | $3,114-1.4% | $4,581-33.0% | $4,212-27.1% |
| Admin fee / account holder | $432 | $4,811-91.0% | $8,261-94.8% | $7,344-94.1% |