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 | $14,233 | $111,754-87.3% | $103,333-86.2% | $145,922-90.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 18.44% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,284 | $4,212-22.0% | $3,868-15.1% | $4,660-29.5% |
| Participant deferral / active EE | $5,632 | $5,619+0.2% | $5,057+11.4% | $6,688-15.8% |
| Admin fee / account holder | $1,348 | $9,750-86.2% | $8,355-83.9% | $13,397-89.9% |