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 8-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 | $11,845 | $54,705-78.3% | $71,209-83.4% | $84,808-86.0% |
| Participation rate | 72.2% | 64.1%+8.2pp | 73.8%-1.5pp | 68.3%+3.9pp |
| Annual return | 21.45% | 35.90%-14.4pp | 282.51%-261.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,856 | $2,158-14.0% | $2,721-31.8% | $2,631-29.5% |
| Participant deferral / active EE | $3,388 | $3,030+11.8% | $4,175-18.9% | $4,212-19.6% |
| Admin fee / account holder | $5,061 | $4,863+4.1% | $5,349-5.4% | $7,344-31.1% |