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 | $17,869 | $111,754-84.0% | $103,333-82.7% | $145,922-87.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 22.00% | 24.77%-2.8pp | 24.88%-2.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,499 | $4,212-64.4% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $2,572 | $5,619-54.2% | $5,057-49.1% | $6,688-61.5% |
| Admin fee / account holder | $1,766 | $9,750-81.9% | $8,355-78.9% | $13,397-86.8% |