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 6-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 | $11,071 | $114,381-90.3% | $107,525-89.7% | $142,382-92.2% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 16.51% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $960 | $4,015-76.1% | $3,754-74.4% | $4,299-77.7% |
| Participant deferral / active EE | $1,946 | $5,564-65.0% | $5,116-62.0% | $6,507-70.1% |
| Admin fee / account holder | $736 | $9,860-92.5% | $8,919-91.7% | $12,624-94.2% |