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 | $7,818 | $109,982-92.9% | $97,226-92.0% | $145,922-94.6% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 12.54% | 242.90%-230.4pp | 75.13%-62.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,051 | $3,084-65.9% | $2,729-61.5% | $4,660-77.5% |
| Participant deferral / active EE | $1,774 | $4,676-62.1% | $4,264-58.4% | $6,688-73.5% |
| Admin fee / account holder | $812 | $6,221-86.9% | $5,654-85.6% | $13,397-93.9% |