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 3-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 | $10,853 | $100,773-89.2% | $88,946-87.8% | $142,382-92.4% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 24.06% | 70.18%-46.1pp | 57.82%-33.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,073 | $2,918-29.0% | $2,555-18.9% | $4,299-51.8% |
| Participant deferral / active EE | $2,959 | $5,230-43.4% | $4,581-35.4% | $6,507-54.5% |
| Admin fee / account holder | $1,456 | $9,693-85.0% | $8,261-82.4% | $12,624-88.5% |