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 | $7,362 | $58,208-87.4% | $81,812-91.0% | $80,856-90.9% |
| Participation rate | 90.6% | 63.4%+27.2pp | 72.3%+18.3pp | 67.6%+23.0pp |
| Annual return | 12.03% | 41.66%-29.6pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,051 | $2,340-12.4% | $2,912-29.6% | $2,755-25.6% |
| Participant deferral / active EE | $3,430 | $3,281+4.5% | $4,319-20.6% | $4,296-20.1% |
| Admin fee / account holder | $1,842 | $4,981-63.0% | $7,386-75.1% | $6,918-73.4% |