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 | $15,495 | $85,022-81.8% | $70,515-78.0% | $139,434-88.9% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 31.05% | 30.38%+0.7pp | 32.77%-1.7pp | 372.94%-341.9pp |
| Employer contribution / active EE | $3,503 | $3,909-10.4% | $2,973+17.8% | $4,751-26.3% |
| Participant deferral / active EE | $6,932 | $5,890+17.7% | $4,567+51.8% | $6,710+3.3% |
| Admin fee / account holder | $423 | $8,906-95.3% | $6,412-93.4% | $11,403-96.3% |