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 9-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 | $23,529 | $117,841-80.0% | $102,423-77.0% | $145,922-83.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 11.28% | 31.65%-20.4pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,079 | $3,615-70.2% | $3,023-64.3% | $4,660-76.8% |
| Participant deferral / active EE | $3,633 | $5,731-36.6% | $5,053-28.1% | $6,688-45.7% |
| Admin fee / account holder | $8,161 | $13,326-38.8% | $9,451-13.6% | $13,397-39.1% |