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 5-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 | $12,010 | $99,918-88.0% | $81,382-85.2% | $145,922-91.8% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 18.78% | 34.32%-15.5pp | 24.73%-6.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,170 | $2,978-27.1% | $2,463-11.9% | $4,660-53.4% |
| Participant deferral / active EE | $3,152 | $4,605-31.5% | $3,883-18.8% | $6,688-52.9% |
| Admin fee / account holder | $417 | $8,212-94.9% | $5,768-92.8% | $13,397-96.9% |