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 5-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 | $11,979 | $106,515-88.8% | $96,683-87.6% | $139,434-91.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.76% | 38.43%-23.7pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,887 | $4,103-54.0% | $3,737-49.5% | $4,751-60.3% |
| Participant deferral / active EE | $2,504 | $5,454-54.1% | $4,878-48.7% | $6,710-62.7% |
| Admin fee / account holder | $636 | $7,877-91.9% | $6,730-90.5% | $11,403-94.4% |