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 9-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 | $14,819 | $104,907-85.9% | $84,611-82.5% | $152,861-90.3% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 21.23% | 373.79%-352.6pp | 258.74%-237.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,411 | $3,302-57.2% | $2,652-46.8% | $4,762-70.4% |
| Participant deferral / active EE | $1,817 | $4,688-61.2% | $3,899-53.4% | $5,850-68.9% |
| Admin fee / account holder | $2,077 | $6,241-66.7% | $4,912-57.7% | $11,596-82.1% |