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 | $14,769 | $80,717-81.7% | $154,803-90.5% | $84,808-82.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 37.15% | 37.96%-0.8pp | 58.88%-21.7pp | 40.90%-3.7pp |
| Employer contribution / active EE | $1,368 | $2,761-50.4% | $4,305-68.2% | $2,631-48.0% |
| Participant deferral / active EE | $3,184 | $3,303-3.6% | $5,540-42.5% | $4,212-24.4% |
| Admin fee / account holder | $445 | $6,746-93.4% | $14,329-96.9% | $7,344-93.9% |