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 | $11,944 | $108,919-89.0% | $100,391-88.1% | $145,922-91.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 22.65% | 57.88%-35.2pp | 49.20%-26.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,242 | $4,419-71.9% | $3,942-68.5% | $4,660-73.3% |
| Participant deferral / active EE | $6,953 | $8,445-17.7% | $8,082-14.0% | $6,688+4.0% |
| Admin fee / account holder | $2,567 | $9,689-73.5% | $7,899-67.5% | $13,397-80.8% |