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 | $8,891 | $74,888-88.1% | $71,209-87.5% | $142,382-93.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.03% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,317 | $2,854-53.9% | $2,721-51.6% | $4,299-69.4% |
| Participant deferral / active EE | $2,157 | $4,454-51.6% | $4,175-48.3% | $6,507-66.9% |
| Admin fee / account holder | $853 | $5,568-84.7% | $5,349-84.0% | $12,624-93.2% |