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 | $12,504 | $100,773-87.6% | $88,946-85.9% | $142,382-91.2% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 17.54% | 70.18%-52.6pp | 57.82%-40.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,383 | $2,918+15.9% | $2,555+32.4% | $4,299-21.3% |
| Participant deferral / active EE | $5,814 | $5,230+11.2% | $4,581+26.9% | $6,507-10.7% |
| Admin fee / account holder | $3,105 | $9,693-68.0% | $8,261-62.4% | $12,624-75.4% |