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 | $11,413 | $114,381-90.0% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 22.19% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,029 | $4,015-49.5% | $3,754-45.9% | $4,299-52.8% |
| Participant deferral / active EE | $3,705 | $5,564-33.4% | $5,116-27.6% | $6,507-43.1% |
| Admin fee / account holder | $2,197 | $9,860-77.7% | $8,919-75.4% | $12,624-82.6% |