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 | $12,621 | $117,983-89.3% | $101,794-87.6% | $142,382-91.1% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 15.89% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,000 | $2,773-63.9% | $2,289-56.3% | $4,299-76.7% |
| Participant deferral / active EE | $1,420 | $4,714-69.9% | $4,084-65.2% | $6,507-78.2% |
| Admin fee / account holder | $1,962 | $10,433-81.2% | $8,777-77.6% | $12,624-84.5% |