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 | $13,988 | $111,754-87.5% | $103,333-86.5% | $145,922-90.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 22.69% | 24.77%-2.1pp | 24.88%-2.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $2,520 | $4,212-40.2% | $3,868-34.9% | $4,660-45.9% |
| Participant deferral / active EE | $2,520 | $5,619-55.2% | $5,057-50.2% | $6,688-62.3% |
| Admin fee / account holder | $451 | $9,750-95.4% | $8,355-94.6% | $13,397-96.6% |