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 | $15,433 | $100,773-84.7% | $88,946-82.6% | $142,382-89.2% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 17.88% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,337 | $2,918-54.2% | $2,555-47.7% | $4,299-68.9% |
| Participant deferral / active EE | $2,732 | $5,230-47.8% | $4,581-40.4% | $6,507-58.0% |
| Admin fee / account holder | $3,260 | $9,693-66.4% | $8,261-60.5% | $12,624-74.2% |