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 | $17,453 | $111,754-84.4% | $103,333-83.1% | $145,922-88.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.91% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,573 | $4,212-62.7% | $3,868-59.3% | $4,660-66.2% |
| Participant deferral / active EE | $2,397 | $5,619-57.3% | $5,057-52.6% | $6,688-64.2% |
| Admin fee / account holder | $2,600 | $9,750-73.3% | $8,355-68.9% | $13,397-80.6% |