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 5-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 | $12,605 | $74,888-83.2% | $71,209-82.3% | $142,382-91.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 24.52% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,856 | $2,854-35.0% | $2,721-31.8% | $4,299-56.8% |
| Participant deferral / active EE | $3,547 | $4,454-20.4% | $4,175-15.0% | $6,507-45.5% |
| Admin fee / account holder | $859 | $5,568-84.6% | $5,349-83.9% | $12,624-93.2% |