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 | $12,322 | $114,381-89.2% | $107,525-88.5% | $142,382-91.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.05% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $892 | $4,015-77.8% | $3,754-76.2% | $4,299-79.3% |
| Participant deferral / active EE | $4,012 | $5,564-27.9% | $5,116-21.6% | $6,507-38.3% |
| Admin fee / account holder | $556 | $9,860-94.4% | $8,919-93.8% | $12,624-95.6% |