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 | $8,146 | $107,452-92.4% | $91,541-91.1% | $142,382-94.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 24.51% | 22.06%+2.5pp | 20.50%+4.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,571 | $2,994-14.1% | $2,505+2.7% | $4,299-40.2% |
| Participant deferral / active EE | $2,571 | $4,754-45.9% | $4,008-35.8% | $6,507-60.5% |
| Admin fee / account holder | $1,361 | $8,834-84.6% | $6,956-80.4% | $12,624-89.2% |