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 7-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 | $18,625 | $95,266-80.4% | $82,389-77.4% | $142,382-86.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 15.75% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,207 | $2,991-26.2% | $2,517-12.3% | $4,299-48.7% |
| Participant deferral / active EE | $3,151 | $4,809-34.5% | $4,155-24.2% | $6,507-51.6% |
| Admin fee / account holder | $338 | $8,563-96.0% | $7,231-95.3% | $12,624-97.3% |