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 | $21,173 | $112,881-81.2% | $90,951-76.7% | $158,922-86.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 10.75% | 215.79%-205.0pp | 134.60%-123.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $5,736 | $2,893+98.3% | $2,122+170.3% | $4,761+20.5% |
| Participant deferral / active EE | $3,197 | $4,128-22.5% | $3,373-5.2% | $5,982-46.6% |
| Admin fee / account holder | $5,015 | $8,041-37.6% | $5,959-15.8% | $11,246-55.4% |