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 | $16,583 | $77,899-78.7% | $149,673-88.9% | $75,163-77.9% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 13.68% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,916 | $3,137+56.7% | $4,818+2.0% | $2,670+84.1% |
| Participant deferral / active EE | $3,511 | $3,411+2.9% | $5,680-38.2% | $4,125-14.9% |
| Admin fee / account holder | $835 | $5,956-86.0% | $13,210-93.7% | $5,651-85.2% |