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 8-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 | $18,449 | $69,010-73.3% | $159,960-88.5% | $68,494-73.1% |
| Participation rate | 95.7% | 65.4%+30.2pp | 78.0%+17.7pp | 67.9%+27.8pp |
| Annual return | 17.02% | -9.65%+26.7pp | 408.60%-391.6pp | -7.84%+24.9pp |
| Employer contribution / active EE | $5,207 | $2,213+135.3% | $4,226+23.2% | $2,596+100.6% |
| Participant deferral / active EE | $11,204 | $4,212+166.0% | $6,182+81.2% | $4,027+178.2% |
| Admin fee / account holder | $3,876 | $4,798-19.2% | $8,698-55.4% | $5,403-28.3% |