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 | $17,643 | $106,584-83.4% | $101,326-82.6% | $142,382-87.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 15.85% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,328 | $3,956-66.4% | $3,665-63.8% | $4,299-69.1% |
| Participant deferral / active EE | $3,944 | $8,297-52.5% | $7,994-50.7% | $6,507-39.4% |
| Admin fee / account holder | $306 | $11,446-97.3% | $11,185-97.3% | $12,624-97.6% |