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 | $17,309 | $62,573-72.3% | $85,682-79.8% | $85,850-79.8% |
| Participation rate | 93.3% | 61.1%+32.2pp | 69.9%+23.5pp | 69.3%+24.0pp |
| Annual return | 19.12% | 23.77%-4.7pp | 21.49%-2.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,087 | $1,757-38.1% | $2,618-58.5% | $2,565-57.6% |
| Participant deferral / active EE | $2,278 | $2,802-18.7% | $3,923-41.9% | $3,952-42.4% |
| Admin fee / account holder | $627 | $4,640-86.5% | $6,873-90.9% | $6,260-90.0% |