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 5-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 | $10,639 | $74,888-85.8% | $71,209-85.1% | $142,382-92.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 19.66% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,922 | $2,854-32.7% | $2,721-29.4% | $4,299-55.3% |
| Participant deferral / active EE | $1,922 | $4,454-56.9% | $4,175-54.0% | $6,507-70.5% |
| Admin fee / account holder | $446 | $5,568-92.0% | $5,349-91.7% | $12,624-96.5% |