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 8-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 | $11,766 | $100,773-88.3% | $88,946-86.8% | $142,382-91.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 12.61% | 70.18%-57.6pp | 57.82%-45.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,795 | $2,918-38.5% | $2,555-29.7% | $4,299-58.2% |
| Participant deferral / active EE | $2,825 | $5,230-46.0% | $4,581-38.3% | $6,507-56.6% |
| Admin fee / account holder | $449 | $9,693-95.4% | $8,261-94.6% | $12,624-96.4% |