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 | $16,926 | $49,177-65.6% | $79,464-78.7% | $64,186-73.6% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | 8.39% | -1.16%+9.5pp | 718.14%-709.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $2,368 | $2,076+14.0% | $2,800-15.4% | $2,381-0.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,484 | $3,839+68.9% | $5,113+26.8% | $4,888+32.6% |