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 | $17,946 | $107,334-83.3% | $92,893-80.7% | $152,861-88.3% |
| Participation rate | 73.9% | 79.8%-5.9pp | 76.0%-2.1pp | 82.4%-8.5pp |
| Annual return | 15.80% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,995 | $4,221-52.7% | $3,653-45.4% | $4,762-58.1% |
| Participant deferral / active EE | $3,726 | $4,845-23.1% | $4,236-12.0% | $5,850-36.3% |
| Admin fee / account holder | $838 | $7,079-88.2% | $5,794-85.5% | $11,596-92.8% |