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 7-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 | $16,419 | $80,717-79.7% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 95.5% | 66.8%+28.6pp | 78.1%+17.4pp | 68.3%+27.1pp |
| Annual return | 19.71% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,452 | $2,761-47.4% | $4,305-66.3% | $2,631-44.8% |
| Participant deferral / active EE | $3,898 | $3,303+18.0% | $5,540-29.6% | $4,212-7.4% |
| Admin fee / account holder | $515 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |