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 | $17,042 | $106,515-84.0% | $96,683-82.4% | $139,434-87.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 21.76% | 38.43%-16.7pp | 35.69%-13.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,272 | $4,103-69.0% | $3,737-66.0% | $4,751-73.2% |
| Participant deferral / active EE | $3,457 | $5,454-36.6% | $4,878-29.1% | $6,710-48.5% |
| Admin fee / account holder | $1,083 | $7,877-86.3% | $6,730-83.9% | $11,403-90.5% |