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 | $9,910 | $60,892-83.7% | $82,389-88.0% | $84,808-88.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 30.83% | 37.29%-6.5pp | 28.67%+2.2pp | 40.90%-10.1pp |
| Employer contribution / active EE | $2,028 | $1,779+14.0% | $2,517-19.4% | $2,631-22.9% |
| Participant deferral / active EE | $4,072 | $3,179+28.1% | $4,155-2.0% | $4,212-3.3% |
| Admin fee / account holder | $1,397 | $5,467-74.4% | $7,231-80.7% | $7,344-81.0% |