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 | $9,904 | $114,381-91.3% | $107,525-90.8% | $142,382-93.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.88% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,772 | $4,015-55.9% | $3,754-52.8% | $4,299-58.8% |
| Participant deferral / active EE | $4,494 | $5,564-19.2% | $5,116-12.2% | $6,507-30.9% |
| Admin fee / account holder | $592 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |