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 4-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 | $8,672 | $74,888-88.4% | $71,209-87.8% | $142,382-93.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 15.19% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,426 | $2,854-15.0% | $2,721-10.8% | $4,299-43.6% |
| Participant deferral / active EE | $2,738 | $4,454-38.5% | $4,175-34.4% | $6,507-57.9% |
| Admin fee / account holder | $1,426 | $5,568-74.4% | $5,349-73.3% | $12,624-88.7% |