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 5-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 | $20,698 | $107,452-80.7% | $91,541-77.4% | $142,382-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.69% | 22.06%-10.4pp | 20.50%-8.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $828 | $2,994-72.4% | $2,505-67.0% | $4,299-80.7% |
| Participant deferral / active EE | $2,415 | $4,754-49.2% | $4,008-39.7% | $6,507-62.9% |
| Admin fee / account holder | $1,386 | $8,834-84.3% | $6,956-80.1% | $12,624-89.0% |