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 3-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 | $14,938 | $107,452-86.1% | $91,541-83.7% | $142,382-89.5% |
| Participation rate | 95.2% | 75.1%+20.2pp | 69.8%+25.5pp | 80.1%+15.1pp |
| Annual return | 16.65% | 22.06%-5.4pp | 20.50%-3.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,420 | $2,994-52.6% | $2,505-43.3% | $4,299-67.0% |
| Participant deferral / active EE | $4,008 | $4,754-15.7% | $4,0080% | $6,507-38.4% |
| Admin fee / account holder | $804 | $8,834-90.9% | $6,956-88.4% | $12,624-93.6% |