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 4-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 | $12,106 | $111,754-89.2% | $103,333-88.3% | $145,922-91.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.69% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,217 | $4,212-23.6% | $3,868-16.8% | $4,660-31.0% |
| Participant deferral / active EE | $5,952 | $5,619+5.9% | $5,057+17.7% | $6,688-11.0% |
| Admin fee / account holder | $8,718 | $9,750-10.6% | $8,355+4.3% | $13,397-34.9% |