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 | $11,083 | $117,983-90.6% | $101,794-89.1% | $142,382-92.2% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 23.14% | 36.92%-13.8pp | 30.53%-7.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,071 | $2,773-25.3% | $2,289-9.5% | $4,299-51.8% |
| Participant deferral / active EE | $2,957 | $4,714-37.3% | $4,084-27.6% | $6,507-54.6% |
| Admin fee / account holder | $785 | $10,433-92.5% | $8,777-91.1% | $12,624-93.8% |