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 | $14,190 | $114,381-87.6% | $107,525-86.8% | $142,382-90.0% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 18.37% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,431 | $4,015-64.3% | $3,754-61.9% | $4,299-66.7% |
| Participant deferral / active EE | $1,771 | $5,564-68.2% | $5,116-65.4% | $6,507-72.8% |
| Admin fee / account holder | $1,018 | $9,860-89.7% | $8,919-88.6% | $12,624-91.9% |