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 | $12,588 | $105,931-88.1% | $81,930-84.6% | $158,922-92.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 21.56% | 38.17%-16.6pp | 29.49%-7.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $679 | $7,800-91.3% | $4,310-84.2% | $4,761-85.7% |
| Participant deferral / active EE | $1,556 | $13,003-88.0% | $7,107-78.1% | $5,982-74.0% |
| Admin fee / account holder | $1,100 | $8,489-87.0% | $5,158-78.7% | $11,246-90.2% |