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 | $8,019 | $107,452-92.5% | $91,541-91.2% | $142,382-94.4% |
| Participation rate | 95.2% | 75.1%+20.2pp | 69.8%+25.5pp | 80.1%+15.1pp |
| Annual return | 23.27% | 22.06%+1.2pp | 20.50%+2.8pp | 217.08%-193.8pp |
| Employer contribution / active EE | $510 | $2,994-83.0% | $2,505-79.7% | $4,299-88.1% |
| Participant deferral / active EE | $2,925 | $4,754-38.5% | $4,008-27.0% | $6,507-55.0% |
| Admin fee / account holder | $968 | $8,834-89.0% | $6,956-86.1% | $12,624-92.3% |