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 | $19,639 | $96,635-79.7% | $86,612-77.3% | $139,434-85.9% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 14.37% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,765 | $3,263-15.3% | $3,022-8.5% | $4,751-41.8% |
| Participant deferral / active EE | $5,375 | $4,836+11.2% | $4,438+21.1% | $6,710-19.9% |
| Admin fee / account holder | $843 | $6,408-86.8% | $5,614-85.0% | $11,403-92.6% |