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 5-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 | $13,616 | $58,208-76.6% | $81,812-83.4% | $80,856-83.2% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 11.08% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,459 | $2,340+5.1% | $2,912-15.6% | $2,755-10.8% |
| Participant deferral / active EE | $4,038 | $3,281+23.1% | $4,319-6.5% | $4,296-6.0% |
| Admin fee / account holder | $1,857 | $4,981-62.7% | $7,386-74.9% | $6,918-73.2% |