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 | $15,448 | $77,899-80.2% | $149,673-89.7% | $75,163-79.4% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%+0.1pp | 67.2%+11.6pp |
| Annual return | 16.03% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,475 | $3,137-53.0% | $4,818-69.4% | $2,670-44.7% |
| Participant deferral / active EE | $3,324 | $3,411-2.6% | $5,680-41.5% | $4,125-19.4% |
| Admin fee / account holder | $793 | $5,956-86.7% | $13,210-94.0% | $5,651-86.0% |