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 6-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 | $16,756 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 79.6% | 69.2%+10.4pp | 81.9%-2.3pp | 69.6%+10.0pp |
| Annual return | 24.80% | 24.19%+0.6pp | 151.07%-126.3pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,883 | $3,256-42.2% | $5,011-62.4% | $2,471-23.8% |
| Participant deferral / active EE | $4,196 | $3,236+29.7% | $5,202-19.3% | $3,740+12.2% |
| Admin fee / account holder | $2,665 | $6,751-60.5% | $13,984-80.9% | $5,306-49.8% |