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 6-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 | $7,921 | $80,717-90.2% | $154,803-94.9% | $84,808-90.7% |
| Participation rate | 87.0% | 66.8%+20.2pp | 78.1%+9.0pp | 68.3%+18.7pp |
| Annual return | 19.63% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,015 | $2,761-63.2% | $4,305-76.4% | $2,631-61.4% |
| Participant deferral / active EE | $1,303 | $3,303-60.6% | $5,540-76.5% | $4,212-69.1% |
| Admin fee / account holder | $326 | $6,746-95.2% | $14,329-97.7% | $7,344-95.6% |