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 | $12,453 | $104,974-88.1% | $95,585-87.0% | $142,382-91.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.35% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $982 | $2,779-64.7% | $2,527-61.1% | $4,299-77.2% |
| Participant deferral / active EE | $1,087 | $4,352-75.0% | $4,023-73.0% | $6,507-83.3% |
| Admin fee / account holder | $5,991 | $6,386-6.2% | $6,127-2.2% | $12,624-52.5% |