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 | $11,582 | $111,754-89.6% | $103,333-88.8% | $145,922-92.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.90% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,065 | $4,212-51.0% | $3,868-46.6% | $4,660-55.7% |
| Participant deferral / active EE | $3,653 | $5,619-35.0% | $5,057-27.8% | $6,688-45.4% |
| Admin fee / account holder | $1,416 | $9,750-85.5% | $8,355-83.0% | $13,397-89.4% |