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 8-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 | $12,935 | $106,584-87.9% | $101,326-87.2% | $142,382-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.80% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $889 | $3,956-77.5% | $3,665-75.7% | $4,299-79.3% |
| Participant deferral / active EE | $2,193 | $8,297-73.6% | $7,994-72.6% | $6,507-66.3% |
| Admin fee / account holder | $863 | $11,446-92.5% | $11,185-92.3% | $12,624-93.2% |