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 | $12,555 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 16.60% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,402 | $4,103+7.3% | $3,737+17.8% | $4,751-7.3% |
| Participant deferral / active EE | $6,631 | $5,454+21.6% | $4,878+35.9% | $6,710-1.2% |
| Admin fee / account holder | $1,323 | $7,877-83.2% | $6,730-80.3% | $11,403-88.4% |