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 | $11,809 | $106,515-88.9% | $96,683-87.8% | $139,434-91.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 15.12% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $963 | $4,103-76.5% | $3,737-74.2% | $4,751-79.7% |
| Participant deferral / active EE | $1,418 | $5,454-74.0% | $4,878-70.9% | $6,710-78.9% |
| Admin fee / account holder | $551 | $7,877-93.0% | $6,730-91.8% | $11,403-95.2% |