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 4-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 | $16,391 | $111,754-85.3% | $103,333-84.1% | $145,922-88.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 24.67% | 24.77%-0.1pp | 24.88%-0.2pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,618 | $4,212-37.9% | $3,868-32.3% | $4,660-43.8% |
| Participant deferral / active EE | $7,111 | $5,619+26.6% | $5,057+40.6% | $6,688+6.3% |
| Admin fee / account holder | $1,292 | $9,750-86.7% | $8,355-84.5% | $13,397-90.4% |