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 | $15,944 | $111,754-85.7% | $103,333-84.6% | $145,922-89.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 20.58% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,781 | $4,212-57.7% | $3,868-53.9% | $4,660-61.8% |
| Participant deferral / active EE | $2,788 | $5,619-50.4% | $5,057-44.9% | $6,688-58.3% |
| Admin fee / account holder | $310 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |