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 6-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 | $10,627 | $106,584-90.0% | $101,326-89.5% | $142,382-92.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 138.02% | 36.93%+101.1pp | 36.82%+101.2pp | 217.08%-79.1pp |
| Employer contribution / active EE | $3,974 | $3,956+0.4% | $3,665+8.4% | $4,299-7.6% |
| Participant deferral / active EE | $5,267 | $8,297-36.5% | $7,994-34.1% | $6,507-19.1% |
| Admin fee / account holder | $9,350 | $11,446-18.3% | $11,185-16.4% | $12,624-25.9% |