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 | $6,645 | $74,888-91.1% | $71,209-90.7% | $142,382-95.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 17.47% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,864 | $2,854-34.7% | $2,721-31.5% | $4,299-56.7% |
| Participant deferral / active EE | $1,922 | $4,454-56.9% | $4,175-54.0% | $6,507-70.5% |
| Admin fee / account holder | $3,028 | $5,568-45.6% | $5,349-43.4% | $12,624-76.0% |