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 3-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 | $10,890 | $104,974-89.6% | $95,585-88.6% | $142,382-92.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 18.11% | 210.33%-192.2pp | 38.56%-20.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $850 | $2,779-69.4% | $2,527-66.4% | $4,299-80.2% |
| Participant deferral / active EE | $2,312 | $4,352-46.9% | $4,023-42.5% | $6,507-64.5% |
| Admin fee / account holder | $1,690 | $6,386-73.5% | $6,127-72.4% | $12,624-86.6% |