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 4-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 | $12,926 | $99,918-87.1% | $81,382-84.1% | $145,922-91.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.5%+22.2pp | 80.3%+11.4pp |
| Annual return | 12.12% | 34.32%-22.2pp | 24.73%-12.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,985 | $2,978-33.4% | $2,463-19.4% | $4,660-57.4% |
| Participant deferral / active EE | $2,148 | $4,605-53.3% | $3,883-44.7% | $6,688-67.9% |
| Admin fee / account holder | $1,700 | $8,212-79.3% | $5,768-70.5% | $13,397-87.3% |