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 6-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 | $10,490 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 17.76% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,051 | $4,015-48.9% | $3,754-45.4% | $4,299-52.3% |
| Participant deferral / active EE | $3,221 | $5,564-42.1% | $5,116-37.0% | $6,507-50.5% |
| Admin fee / account holder | $322 | $9,860-96.7% | $8,919-96.4% | $12,624-97.5% |