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 9-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 | $15,898 | $54,705-70.9% | $71,209-77.7% | $84,808-81.3% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 16.33% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,010 | $2,158-53.2% | $2,721-62.9% | $2,631-61.6% |
| Participant deferral / active EE | $2,179 | $3,030-28.1% | $4,175-47.8% | $4,212-48.3% |
| Admin fee / account holder | $1,225 | $4,863-74.8% | $5,349-77.1% | $7,344-83.3% |