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 | $10,427 | $74,888-86.1% | $71,209-85.4% | $142,382-92.7% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 24.62% | 345.14%-320.5pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,448 | $2,854-49.3% | $2,721-46.8% | $4,299-66.3% |
| Participant deferral / active EE | $2,198 | $4,454-50.6% | $4,175-47.3% | $6,507-66.2% |
| Admin fee / account holder | $574 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |