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 | $11,830 | $114,381-89.7% | $107,525-89.0% | $142,382-91.7% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 17.97% | 242.71%-224.7pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,390 | $4,015-40.5% | $3,754-36.3% | $4,299-44.4% |
| Participant deferral / active EE | $2,836 | $5,564-49.0% | $5,116-44.6% | $6,507-56.4% |
| Admin fee / account holder | $4,840 | $9,860-50.9% | $8,919-45.7% | $12,624-61.7% |