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 4-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 | $18,287 | $29,660-38.3% | $56,411-67.6% | $80,856-77.4% |
| Participation rate | 88.9% | 41.6%+47.2pp | 52.5%+36.4pp | 67.6%+21.3pp |
| Annual return | 12.02% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,596 | $669+437.3% | $1,039+246.2% | $2,755+30.5% |
| Participant deferral / active EE | $2,968 | $1,226+142.1% | $1,952+52.1% | $4,296-30.9% |
| Admin fee / account holder | $829 | $2,428-65.9% | $2,829-70.7% | $6,918-88.0% |