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 3-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 | $10,346 | $74,888-86.2% | $71,209-85.5% | $142,382-92.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.80% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,004 | $2,854-64.8% | $2,721-63.1% | $4,299-76.6% |
| Participant deferral / active EE | $5,343 | $4,454+19.9% | $4,175+28.0% | $6,507-17.9% |
| Admin fee / account holder | $3,747 | $5,568-32.7% | $5,349-29.9% | $12,624-70.3% |