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 | $11,279 | $95,266-88.2% | $82,389-86.3% | $142,382-92.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 18.86% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $923 | $2,991-69.1% | $2,517-63.3% | $4,299-78.5% |
| Participant deferral / active EE | $2,600 | $4,809-45.9% | $4,155-37.4% | $6,507-60.0% |
| Admin fee / account holder | $385 | $8,563-95.5% | $7,231-94.7% | $12,624-96.9% |