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 | $13,398 | $74,888-82.1% | $71,209-81.2% | $142,382-90.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 20.17% | 345.14%-325.0pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,665 | $2,854-41.7% | $2,721-38.8% | $4,299-61.3% |
| Participant deferral / active EE | $2,192 | $4,454-50.8% | $4,175-47.5% | $6,507-66.3% |
| Admin fee / account holder | $1,030 | $5,568-81.5% | $5,349-80.7% | $12,624-91.8% |