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 3-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 | $9,516 | $99,877-90.5% | $84,966-88.8% | $145,922-93.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.60% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,067 | $3,231-5.1% | $2,727+12.5% | $4,660-34.2% |
| Participant deferral / active EE | $3,384 | $5,291-36.0% | $4,519-25.1% | $6,688-49.4% |
| Admin fee / account holder | $825 | $7,248-88.6% | $6,149-86.6% | $13,397-93.8% |