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 | $16,110 | $77,899-79.3% | $149,673-89.2% | $75,163-78.6% |
| Participation rate | 84.7% | 65.6%+19.1pp | 78.8%+5.9pp | 67.2%+17.5pp |
| Annual return | 16.00% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,222 | $3,411+23.8% | $5,680-25.7% | $4,125+2.3% |
| Admin fee / account holder | $728 | $5,956-87.8% | $13,210-94.5% | $5,651-87.1% |