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 | $12,532 | $114,381-89.0% | $107,525-88.3% | $142,382-91.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.28% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,178 | $4,015-45.8% | $3,754-42.0% | $4,299-49.3% |
| Participant deferral / active EE | $6,878 | $5,564+23.6% | $5,116+34.4% | $6,507+5.7% |
| Admin fee / account holder | $2,377 | $9,860-75.9% | $8,919-73.4% | $12,624-81.2% |