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 | $9,543 | $100,773-90.5% | $88,946-89.3% | $142,382-93.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 16.68% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,006 | $2,918-65.5% | $2,555-60.6% | $4,299-76.6% |
| Participant deferral / active EE | $3,759 | $5,230-28.1% | $4,581-18.0% | $6,507-42.2% |
| Admin fee / account holder | $825 | $9,693-91.5% | $8,261-90.0% | $12,624-93.5% |