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 | $17,902 | $51,576-65.3% | $129,207-86.1% | $80,856-77.9% |
| Participation rate | 96.5% | 57.0%+39.5pp | 69.6%+26.9pp | 67.6%+28.9pp |
| Annual return | 11.60% | 20.81%-9.2pp | 9417.33%-9405.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,497 | $1,584+57.6% | $4,153-39.9% | $2,755-9.4% |
| Participant deferral / active EE | $4,094 | $2,669+53.4% | $4,168-1.8% | $4,296-4.7% |
| Admin fee / account holder | $3,470 | $4,305-19.4% | $7,715-55.0% | $6,918-49.8% |