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 | $18,994 | $111,754-83.0% | $103,333-81.6% | $145,922-87.0% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 12.00% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,438 | $4,212-42.1% | $3,868-37.0% | $4,660-47.7% |
| Participant deferral / active EE | $6,060 | $5,619+7.9% | $5,057+19.8% | $6,688-9.4% |
| Admin fee / account holder | $4,130 | $9,750-57.6% | $8,355-50.6% | $13,397-69.2% |