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 5-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 | $6,049 | $85,022-92.9% | $70,515-91.4% | $139,434-95.7% |
| Participation rate | 95.2% | 73.9%+21.3pp | 68.3%+26.9pp | 80.3%+14.9pp |
| Annual return | 33.18% | 30.38%+2.8pp | 32.77%+0.4pp | 372.94%-339.8pp |
| Employer contribution / active EE | $2,362 | $3,909-39.6% | $2,973-20.5% | $4,751-50.3% |
| Participant deferral / active EE | $2,491 | $5,890-57.7% | $4,567-45.5% | $6,710-62.9% |
| Admin fee / account holder | $564 | $8,906-93.7% | $6,412-91.2% | $11,403-95.0% |