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 | $9,691 | $104,974-90.8% | $95,585-89.9% | $142,382-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.94% | 210.33%-192.4pp | 38.56%-20.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,047 | $2,779-62.3% | $2,527-58.6% | $4,299-75.7% |
| Participant deferral / active EE | $2,002 | $4,352-54.0% | $4,023-50.2% | $6,507-69.2% |
| Admin fee / account holder | $2,325 | $6,386-63.6% | $6,127-62.1% | $12,624-81.6% |