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 5-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 | $9,630 | $114,381-91.6% | $107,525-91.0% | $142,382-93.2% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 17.37% | 242.71%-225.3pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,811 | $4,015-30.0% | $3,754-25.1% | $4,299-34.6% |
| Participant deferral / active EE | $2,035 | $5,564-63.4% | $5,116-60.2% | $6,507-68.7% |
| Admin fee / account holder | $2,082 | $9,860-78.9% | $8,919-76.7% | $12,624-83.5% |