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 | $13,705 | $106,515-87.1% | $96,683-85.8% | $139,434-90.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 29.13% | 38.43%-9.3pp | 35.69%-6.6pp | 372.94%-343.8pp |
| Employer contribution / active EE | $2,559 | $4,103-37.6% | $3,737-31.5% | $4,751-46.1% |
| Participant deferral / active EE | $4,471 | $5,454-18.0% | $4,878-8.3% | $6,710-33.4% |
| Admin fee / account holder | $2,004 | $7,877-74.6% | $6,730-70.2% | $11,403-82.4% |