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 | $12,222 | $107,452-88.6% | $91,541-86.6% | $142,382-91.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 20.02% | 22.06%-2.0pp | 20.50%-0.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,646 | $2,994-45.0% | $2,505-34.3% | $4,299-61.7% |
| Participant deferral / active EE | $3,815 | $4,754-19.8% | $4,008-4.8% | $6,507-41.4% |
| Admin fee / account holder | $360 | $8,834-95.9% | $6,956-94.8% | $12,624-97.1% |