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 4-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 | $16,602 | $107,452-84.5% | $91,541-81.9% | $142,382-88.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 17.90% | 22.06%-4.2pp | 20.50%-2.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,989 | $4,754+4.9% | $4,008+24.5% | $6,507-23.3% |
| Admin fee / account holder | $8,799 | $8,834-0.4% | $6,956+26.5% | $12,624-30.3% |