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 | $10,464 | $74,888-86.0% | $71,209-85.3% | $142,382-92.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 18.87% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,848 | $2,854-35.3% | $2,721-32.1% | $4,299-57.0% |
| Participant deferral / active EE | $2,156 | $4,454-51.6% | $4,175-48.4% | $6,507-66.9% |
| Admin fee / account holder | $1,946 | $5,568-65.1% | $5,349-63.6% | $12,624-84.6% |