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 4-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 | $16,424 | $100,773-83.7% | $88,946-81.5% | $142,382-88.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 20.18% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,790 | $2,918-38.6% | $2,555-29.9% | $4,299-58.4% |
| Participant deferral / active EE | $2,238 | $5,230-57.2% | $4,581-51.2% | $6,507-65.6% |
| Admin fee / account holder | $2,516 | $9,693-74.0% | $8,261-69.5% | $12,624-80.1% |