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 6-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 | $18,675 | $104,974-82.2% | $95,585-80.5% | $142,382-86.9% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 19.38% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,127 | $2,779-23.4% | $2,527-15.8% | $4,299-50.5% |
| Participant deferral / active EE | $1,510 | $4,352-65.3% | $4,023-62.5% | $6,507-76.8% |
| Admin fee / account holder | $524 | $6,386-91.8% | $6,127-91.4% | $12,624-95.8% |