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 | $14,956 | $100,773-85.2% | $88,946-83.2% | $142,382-89.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.68% | 70.18%-54.5pp | 57.82%-42.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $322 | $2,918-89.0% | $2,555-87.4% | $4,299-92.5% |
| Participant deferral / active EE | $3,861 | $5,230-26.2% | $4,581-15.7% | $6,507-40.7% |
| Admin fee / account holder | $6,549 | $9,693-32.4% | $8,261-20.7% | $12,624-48.1% |