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 | $18,891 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 20.68% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,734 | $4,103-57.7% | $3,737-53.6% | $4,751-63.5% |
| Participant deferral / active EE | $7,014 | $5,454+28.6% | $4,878+43.8% | $6,710+4.5% |
| Admin fee / account holder | $886 | $7,877-88.8% | $6,730-86.8% | $11,403-92.2% |