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 6-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 | $14,907 | $107,452-86.1% | $91,541-83.7% | $142,382-89.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.44% | 22.06%-7.6pp | 20.50%-6.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $813 | $2,994-72.9% | $2,505-67.6% | $4,299-81.1% |
| Participant deferral / active EE | $1,357 | $4,754-71.5% | $4,008-66.2% | $6,507-79.2% |
| Admin fee / account holder | $3,786 | $8,834-57.1% | $6,956-45.6% | $12,624-70.0% |