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 | $15,076 | $177,572-91.5% | $154,803-90.3% | $142,382-89.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,696 | $4,810-64.8% | $4,305-60.6% | $4,299-60.6% |
| Participant deferral / active EE | $2,339 | $6,272-62.7% | $5,540-57.8% | $6,507-64.1% |
| Admin fee / account holder | $5,354 | $16,786-68.1% | $14,329-62.6% | $12,624-57.6% |