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 | $16,409 | $90,348-81.8% | $75,972-78.4% | $145,922-88.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 10.42% | 620.88%-610.5pp | 359.55%-349.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,255 | $3,311-62.1% | $2,685-53.2% | $4,660-73.1% |
| Participant deferral / active EE | $2,597 | $5,162-49.7% | $4,255-39.0% | $6,688-61.2% |
| Admin fee / account holder | $1,509 | $8,467-82.2% | $6,467-76.7% | $13,397-88.7% |