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 | $8,469 | $60,022-85.9% | $88,946-90.5% | $84,808-90.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 21.35% | 22.43%-1.1pp | 57.82%-36.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,360 | $1,703-20.1% | $2,555-46.8% | $2,631-48.3% |
| Participant deferral / active EE | $3,127 | $3,114+0.4% | $4,581-31.7% | $4,212-25.7% |
| Admin fee / account holder | $313 | $4,811-93.5% | $8,261-96.2% | $7,344-95.7% |