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 | $9,458 | $114,381-91.7% | $107,525-91.2% | $142,382-93.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 32.32% | 242.71%-210.4pp | 181.32%-149.0pp | 217.08%-184.8pp |
| Employer contribution / active EE | $1,956 | $4,015-51.3% | $3,754-47.9% | $4,299-54.5% |
| Participant deferral / active EE | $2,063 | $5,564-62.9% | $5,116-59.7% | $6,507-68.3% |
| Admin fee / account holder | $1,513 | $9,860-84.7% | $8,919-83.0% | $12,624-88.0% |