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 | $16,087 | $57,016-71.8% | $84,966-81.1% | $80,856-80.1% |
| Participation rate | 72.1% | 56.3%+15.8pp | 67.5%+4.6pp | 67.6%+4.5pp |
| Annual return | 13.32% | 21.66%-8.3pp | 66.38%-53.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,365 | $3,110+8.2% | $4,519-25.5% | $4,296-21.7% |
| Admin fee / account holder | $1,445 | $4,980-71.0% | $6,149-76.5% | $6,918-79.1% |