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 | $16,404 | $111,754-85.3% | $103,333-84.1% | $145,922-88.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 12.74% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,529 | $4,212-63.7% | $3,868-60.5% | $4,660-67.2% |
| Participant deferral / active EE | $2,236 | $5,619-60.2% | $5,057-55.8% | $6,688-66.6% |
| Admin fee / account holder | $1,652 | $9,750-83.1% | $8,355-80.2% | $13,397-87.7% |