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 6-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 | $10,111 | $114,381-91.2% | $107,525-90.6% | $142,382-92.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.16% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,308 | $4,015-67.4% | $3,754-65.1% | $4,299-69.6% |
| Participant deferral / active EE | $2,227 | $5,564-60.0% | $5,116-56.5% | $6,507-65.8% |
| Admin fee / account holder | $1,700 | $9,860-82.8% | $8,919-80.9% | $12,624-86.5% |