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 | $11,000 | $46,553-76.4% | $64,056-82.8% | $75,163-85.4% |
| Participation rate | 97.2% | 65.9%+31.3pp | 72.3%+24.9pp | 67.2%+30.0pp |
| Annual return | 21.71% | 26.03%-4.3pp | 33.69%-12.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,444 | $1,974+23.8% | $2,747-11.0% | $2,670-8.5% |
| Participant deferral / active EE | $3,704 | $2,837+30.6% | $3,880-4.5% | $4,125-10.2% |
| Admin fee / account holder | $307 | $2,952-89.6% | $3,068-90.0% | $5,651-94.6% |