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 10-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 | $18,888 | $53,777-64.9% | $134,143-85.9% | $79,858-76.3% |
| Participation rate | 92.9% | 58.8%+34.1pp | 72.2%+20.7pp | 69.6%+23.2pp |
| Annual return | 16.63% | 19.01%-2.4pp | 36.33%-19.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,919 | $1,321+45.2% | $3,704-48.2% | $2,471-22.3% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $406 | $3,984-89.8% | $6,684-93.9% | $5,306-92.3% |