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 7-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 | $12,805 | $111,754-88.5% | $103,333-87.6% | $145,922-91.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.36% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,225 | $4,212-47.2% | $3,868-42.5% | $4,660-52.2% |
| Participant deferral / active EE | $3,189 | $5,619-43.2% | $5,057-36.9% | $6,688-52.3% |
| Admin fee / account holder | $1,234 | $9,750-87.3% | $8,355-85.2% | $13,397-90.8% |