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 7-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 | $13,069 | $110,261-88.1% | $95,745-86.4% | $139,434-90.6% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 16.75% | 27.11%-10.4pp | 28.35%-11.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,064 | $3,257-67.3% | $2,835-62.5% | $4,751-77.6% |
| Participant deferral / active EE | $2,019 | $4,676-56.8% | $4,245-52.4% | $6,710-69.9% |
| Admin fee / account holder | $334 | $6,613-94.9% | $5,678-94.1% | $11,403-97.1% |