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 | $9,740 | $100,773-90.3% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 15.81% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $653 | $2,918-77.6% | $2,555-74.4% | $4,299-84.8% |
| Participant deferral / active EE | $1,321 | $5,230-74.7% | $4,581-71.2% | $6,507-79.7% |
| Admin fee / account holder | $1,276 | $9,693-86.8% | $8,261-84.6% | $12,624-89.9% |