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 | $18,209 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 70.86% | 70.24%+0.6pp | 62.55%+8.3pp | 217.08%-146.2pp |
| Employer contribution / active EE | $2,443 | $4,961-50.8% | $4,693-47.9% | $4,299-43.2% |
| Participant deferral / active EE | $5,186 | $8,310-37.6% | $7,997-35.2% | $6,507-20.3% |
| Admin fee / account holder | $892 | $14,846-94.0% | $13,435-93.4% | $12,624-92.9% |