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 | $11,894 | $158,398-92.5% | $126,539-90.6% | $142,382-91.6% |
| Participation rate | 81.3% | 75.8%+5.4pp | 69.8%+11.4pp | 80.1%+1.1pp |
| Annual return | 18.18% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $260 | $4,650-94.4% | $3,674-92.9% | $4,299-93.9% |
| Participant deferral / active EE | $2,912 | $4,767-38.9% | $4,083-28.7% | $6,507-55.2% |
| Admin fee / account holder | $2,371 | $6,918-65.7% | $6,065-60.9% | $12,624-81.2% |