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 6-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 | $22,065 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,327 | $4,961-73.3% | $4,693-71.7% | $4,299-69.1% |
| Participant deferral / active EE | $2,865 | $8,310-65.5% | $7,997-64.2% | $6,507-56.0% |
| Admin fee / account holder | $405 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |