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 10-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 | $15,041 | $105,126-85.7% | $94,646-84.1% | $139,434-89.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 20.25% | 38.03%-17.8pp | 156.71%-136.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,945 | $4,106-52.6% | $3,672-47.0% | $4,751-59.1% |
| Participant deferral / active EE | $3,479 | $7,599-54.2% | $7,418-53.1% | $6,710-48.2% |
| Admin fee / account holder | $339 | $8,984-96.2% | $7,231-95.3% | $11,403-97.0% |