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 | $9,761 | $80,717-87.9% | $154,803-93.7% | $84,808-88.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 24.04% | 37.96%-13.9pp | 58.88%-34.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,592 | $2,761-42.3% | $4,305-63.0% | $2,631-39.5% |
| Participant deferral / active EE | $2,260 | $3,303-31.6% | $5,540-59.2% | $4,212-46.3% |
| Admin fee / account holder | $557 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |