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 | $9,905 | $114,381-91.3% | $107,525-90.8% | $142,382-93.0% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 27.83% | 242.71%-214.9pp | 181.32%-153.5pp | 217.08%-189.2pp |
| Employer contribution / active EE | $824 | $4,015-79.5% | $3,754-78.0% | $4,299-80.8% |
| Participant deferral / active EE | $3,086 | $5,564-44.5% | $5,116-39.7% | $6,507-52.6% |
| Admin fee / account holder | $3,301 | $9,860-66.5% | $8,919-63.0% | $12,624-73.9% |