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 | $18,526 | $111,754-83.4% | $103,333-82.1% | $145,922-87.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 14.80% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,697 | $4,212-59.7% | $3,868-56.1% | $4,660-63.6% |
| Participant deferral / active EE | $2,249 | $5,619-60.0% | $5,057-55.5% | $6,688-66.4% |
| Admin fee / account holder | $970 | $9,750-90.1% | $8,355-88.4% | $13,397-92.8% |