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 | $11,482 | $111,754-89.7% | $103,333-88.9% | $145,922-92.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 20.61% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,885 | $4,212-55.3% | $3,868-51.3% | $4,660-59.6% |
| Participant deferral / active EE | $3,041 | $5,619-45.9% | $5,057-39.9% | $6,688-54.5% |
| Admin fee / account holder | $570 | $9,750-94.2% | $8,355-93.2% | $13,397-95.7% |