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 7-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 | $16,752 | $107,452-84.4% | $91,541-81.7% | $142,382-88.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.18% | 22.06%+0.1pp | 20.50%+1.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,214 | $2,994-59.5% | $2,505-51.5% | $4,299-71.8% |
| Participant deferral / active EE | $3,801 | $4,754-20.0% | $4,008-5.2% | $6,507-41.6% |
| Admin fee / account holder | $946 | $8,834-89.3% | $6,956-86.4% | $12,624-92.5% |