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 5-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 | $21,073 | $71,050-70.3% | $93,606-77.5% | $80,856-73.9% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 10.27% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $6,300 | $1,564+302.9% | $2,420+160.4% | $2,755+128.7% |
| Participant deferral / active EE | $2,636 | $4,034-34.6% | $4,411-40.2% | $4,296-38.6% |
| Admin fee / account holder | $924 | $6,945-86.7% | $8,285-88.8% | $6,918-86.6% |