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 9-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 | $14,672 | $109,327-86.6% | $89,391-83.6% | $158,922-90.8% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 15.18% | 345.68%-330.5pp | 245.62%-230.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,868 | $3,170-41.1% | $2,586-27.8% | $4,761-60.8% |
| Participant deferral / active EE | $2,732 | $4,598-40.6% | $3,890-29.8% | $5,982-54.3% |
| Admin fee / account holder | $1,125 | $6,153-81.7% | $4,881-77.0% | $11,246-90.0% |