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 3-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 | $12,454 | $117,983-89.4% | $101,794-87.8% | $142,382-91.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.79% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,214 | $2,773-56.2% | $2,289-47.0% | $4,299-71.8% |
| Participant deferral / active EE | $1,949 | $4,714-58.6% | $4,084-52.3% | $6,507-70.0% |
| Admin fee / account holder | $390 | $10,433-96.3% | $8,777-95.6% | $12,624-96.9% |