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 3-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 | $15,275 | $111,754-86.3% | $103,333-85.2% | $145,922-89.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.70% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,567 | $4,212-39.1% | $3,868-33.6% | $4,660-44.9% |
| Participant deferral / active EE | $5,330 | $5,619-5.1% | $5,057+5.4% | $6,688-20.3% |
| Admin fee / account holder | $1,002 | $9,750-89.7% | $8,355-88.0% | $13,397-92.5% |