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 9-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 | $18,997 | $111,754-83.0% | $103,333-81.6% | $145,922-87.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.24% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,955 | $4,212-53.6% | $3,868-49.5% | $4,660-58.0% |
| Participant deferral / active EE | $3,970 | $5,619-29.3% | $5,057-21.5% | $6,688-40.6% |
| Admin fee / account holder | $4,887 | $9,750-49.9% | $8,355-41.5% | $13,397-63.5% |