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 | $13,708 | $54,705-74.9% | $71,209-80.8% | $84,808-83.8% |
| Participation rate | 88.1% | 64.1%+24.0pp | 73.8%+14.3pp | 68.3%+19.8pp |
| Annual return | 17.47% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,031 | $2,158-5.9% | $2,721-25.3% | $2,631-22.8% |
| Participant deferral / active EE | $2,899 | $3,030-4.3% | $4,175-30.6% | $4,212-31.2% |
| Admin fee / account holder | $1,148 | $4,863-76.4% | $5,349-78.5% | $7,344-84.4% |