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 | $11,711 | $114,381-89.8% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.56% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,067 | $4,015-73.4% | $3,754-71.6% | $4,299-75.2% |
| Participant deferral / active EE | $3,103 | $5,564-44.2% | $5,116-39.3% | $6,507-52.3% |
| Admin fee / account holder | $374 | $9,860-96.2% | $8,919-95.8% | $12,624-97.0% |