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 | $15,766 | $158,398-90.0% | $126,539-87.5% | $142,382-88.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 17.06% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $407 | $4,650-91.2% | $3,674-88.9% | $4,299-90.5% |
| Participant deferral / active EE | $2,987 | $4,767-37.3% | $4,083-26.8% | $6,507-54.1% |
| Admin fee / account holder | $351 | $6,918-94.9% | $6,065-94.2% | $12,624-97.2% |