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 | $10,663 | $99,640-89.3% | $86,436-87.7% | $134,475-92.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 6.04% | 6782.58%-6776.5pp | 4394.89%-4388.9pp | 417.96%-411.9pp |
| Employer contribution / active EE | $2,543 | $4,400-42.2% | $3,769-32.5% | $4,740-46.3% |
| Participant deferral / active EE | $5,742 | $7,246-20.8% | $6,952-17.4% | $6,400-10.3% |
| Admin fee / account holder | $851 | $8,371-89.8% | $6,731-87.4% | $11,426-92.6% |