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 | $9,205 | $104,974-91.2% | $95,585-90.4% | $142,382-93.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 15.63% | 210.33%-194.7pp | 38.56%-22.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $799 | $2,779-71.2% | $2,527-68.4% | $4,299-81.4% |
| Participant deferral / active EE | $1,139 | $4,352-73.8% | $4,023-71.7% | $6,507-82.5% |
| Admin fee / account holder | $1,950 | $6,386-69.5% | $6,127-68.2% | $12,624-84.5% |