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 5-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 | $8,682 | $74,888-88.4% | $71,209-87.8% | $142,382-93.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 20.44% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,123 | $2,854-25.6% | $2,721-22.0% | $4,299-50.6% |
| Participant deferral / active EE | $4,340 | $4,454-2.6% | $4,175+3.9% | $6,507-33.3% |
| Admin fee / account holder | $422 | $5,568-92.4% | $5,349-92.1% | $12,624-96.7% |