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 | $11,342 | $107,452-89.4% | $91,541-87.6% | $142,382-92.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 20.89% | 22.06%-1.2pp | 20.50%+0.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,061 | $2,994-64.6% | $2,505-57.6% | $4,299-75.3% |
| Participant deferral / active EE | $1,068 | $4,754-77.5% | $4,008-73.4% | $6,507-83.6% |
| Admin fee / account holder | $882 | $8,834-90.0% | $6,956-87.3% | $12,624-93.0% |