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 | $20,634 | $111,754-81.5% | $103,333-80.0% | $145,922-85.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 12.70% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,242 | $4,212-70.5% | $3,868-67.9% | $4,660-73.3% |
| Participant deferral / active EE | $1,771 | $5,619-68.5% | $5,057-65.0% | $6,688-73.5% |
| Admin fee / account holder | $4,184 | $9,750-57.1% | $8,355-49.9% | $13,397-68.8% |