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 | $11,788 | $111,754-89.5% | $103,333-88.6% | $145,922-91.9% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 11.33% | 24.77%-13.4pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,093 | $4,212-26.6% | $3,868-20.0% | $4,660-33.6% |
| Participant deferral / active EE | $5,110 | $5,619-9.1% | $5,057+1.0% | $6,688-23.6% |
| Admin fee / account holder | $343 | $9,750-96.5% | $8,355-95.9% | $13,397-97.4% |