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 | $15,549 | $81,248-80.9% | $155,509-90.0% | $80,856-80.8% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 21.06% | 33.31%-12.3pp | 64.67%-43.6pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,477 | $3,100-52.4% | $4,672-68.4% | $2,755-46.4% |
| Participant deferral / active EE | $4,212 | $3,452+22.0% | $5,626-25.1% | $4,296-2.0% |
| Admin fee / account holder | $458 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |