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 6-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 | $17,201 | $106,515-83.9% | $96,683-82.2% | $139,434-87.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 19.47% | 38.43%-19.0pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,346 | $4,103-42.8% | $3,737-37.2% | $4,751-50.6% |
| Participant deferral / active EE | $3,121 | $5,454-42.8% | $4,878-36.0% | $6,710-53.5% |
| Admin fee / account holder | $1,169 | $7,877-85.2% | $6,730-82.6% | $11,403-89.7% |