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 | $10,522 | $74,888-86.0% | $71,209-85.2% | $142,382-92.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 27.39% | 345.14%-317.7pp | 282.51%-255.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,739 | $2,854-4.0% | $2,721+0.7% | $4,299-36.3% |
| Participant deferral / active EE | $4,366 | $4,454-2.0% | $4,175+4.6% | $6,507-32.9% |
| Admin fee / account holder | $698 | $5,568-87.5% | $5,349-86.9% | $12,624-94.5% |