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 | $18,333 | $99,918-81.7% | $81,382-77.5% | $145,922-87.4% |
| Participation rate | 72.7% | 74.2%-1.4pp | 69.5%+3.2pp | 80.3%-7.5pp |
| Annual return | 16.56% | 34.32%-17.8pp | 24.73%-8.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,286 | $4,605+14.8% | $3,883+36.1% | $6,688-21.0% |
| Admin fee / account holder | $883 | $8,212-89.2% | $5,768-84.7% | $13,397-93.4% |