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 | $10,290 | $74,888-86.3% | $71,209-85.5% | $142,382-92.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 14.87% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $668 | $2,854-76.6% | $2,721-75.4% | $4,299-84.5% |
| Participant deferral / active EE | $846 | $4,454-81.0% | $4,175-79.7% | $6,507-87.0% |
| Admin fee / account holder | $2,062 | $5,568-63.0% | $5,349-61.5% | $12,624-83.7% |