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 | $15,367 | $100,773-84.8% | $88,946-82.7% | $142,382-89.2% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 20.69% | 70.18%-49.5pp | 57.82%-37.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $767 | $2,918-73.7% | $2,555-70.0% | $4,299-82.2% |
| Participant deferral / active EE | $1,697 | $5,230-67.6% | $4,581-63.0% | $6,507-73.9% |
| Admin fee / account holder | $1,533 | $9,693-84.2% | $8,261-81.4% | $12,624-87.9% |