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 | $11,585 | $94,338-87.7% | $100,534-88.5% | $142,382-91.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 20.83% | 29.20%-8.4pp | 32.66%-11.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,601 | $4,237-62.2% | $4,346-63.2% | $4,299-62.8% |
| Participant deferral / active EE | $1,807 | $5,934-69.5% | $6,144-70.6% | $6,507-72.2% |
| Admin fee / account holder | $544 | $8,421-93.5% | $7,654-92.9% | $12,624-95.7% |