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 | $54,390 | $104,974-48.2% | $95,585-43.1% | $142,382-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.62% | 210.33%-195.7pp | 38.56%-23.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $714 | $2,779-74.3% | $2,527-71.7% | $4,299-83.4% |
| Participant deferral / active EE | $1,307 | $4,352-70.0% | $4,023-67.5% | $6,507-79.9% |
| Admin fee / account holder | $1,218 | $6,386-80.9% | $6,127-80.1% | $12,624-90.4% |