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 | $9,586 | $81,248-88.2% | $155,509-93.8% | $80,856-88.1% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 13.17% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,510 | $3,100-51.3% | $4,672-67.7% | $2,755-45.2% |
| Participant deferral / active EE | $2,629 | $3,452-23.8% | $5,626-53.3% | $4,296-38.8% |
| Admin fee / account holder | $353 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |