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 4-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 | $18,262 | $111,754-83.7% | $103,333-82.3% | $145,922-87.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.43% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,265 | $4,212-46.2% | $3,868-41.4% | $4,660-51.4% |
| Participant deferral / active EE | $5,809 | $5,619+3.4% | $5,057+14.9% | $6,688-13.1% |
| Admin fee / account holder | $1,226 | $9,750-87.4% | $8,355-85.3% | $13,397-90.8% |