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 7-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 | $12,061 | $107,452-88.8% | $91,541-86.8% | $142,382-91.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 11.23% | 22.06%-10.8pp | 20.50%-9.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,112 | $2,994-62.9% | $2,505-55.6% | $4,299-74.1% |
| Participant deferral / active EE | $2,039 | $4,754-57.1% | $4,008-49.1% | $6,507-68.7% |
| Admin fee / account holder | $615 | $8,834-93.0% | $6,956-91.2% | $12,624-95.1% |