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 | $8,341 | $80,717-89.7% | $154,803-94.6% | $84,808-90.2% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 25.56% | 37.96%-12.4pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $1,303 | $2,761-52.8% | $4,305-69.7% | $2,631-50.5% |
| Participant deferral / active EE | $2,408 | $3,303-27.1% | $5,540-56.5% | $4,212-42.8% |
| Admin fee / account holder | $468 | $6,746-93.1% | $14,329-96.7% | $7,344-93.6% |