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 | $12,730 | $77,899-83.7% | $149,673-91.5% | $75,163-83.1% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 45.11% | 31.72%+13.4pp | 134.42%-89.3pp | 160.62%-115.5pp |
| Employer contribution / active EE | $2,538 | $3,137-19.1% | $4,818-47.3% | $2,670-4.9% |
| Participant deferral / active EE | $4,826 | $3,411+41.5% | $5,680-15.0% | $4,125+17.0% |
| Admin fee / account holder | $643 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |