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 8-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 | $12,646 | $95,266-86.7% | $82,389-84.7% | $142,382-91.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 12.99% | 25.74%-12.7pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,579 | $2,991-47.2% | $2,517-37.3% | $4,299-63.3% |
| Participant deferral / active EE | $3,370 | $4,809-29.9% | $4,155-18.9% | $6,507-48.2% |
| Admin fee / account holder | $9,417 | $8,563+10.0% | $7,231+30.2% | $12,624-25.4% |