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 | $26,094 | $57,016-54.2% | $84,966-69.3% | $80,856-67.7% |
| Participation rate | 82.1% | 56.3%+25.8pp | 67.5%+14.6pp | 67.6%+14.5pp |
| Annual return | 12.99% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,103 | $1,798+17.0% | $2,727-22.9% | $2,755-23.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $535 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |