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 | $16,804 | $111,754-85.0% | $103,333-83.7% | $145,922-88.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.68% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,510 | $4,212-64.1% | $3,868-60.9% | $4,660-67.6% |
| Participant deferral / active EE | $4,910 | $5,619-12.6% | $5,057-2.9% | $6,688-26.6% |
| Admin fee / account holder | $449 | $9,750-95.4% | $8,355-94.6% | $13,397-96.6% |