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 | $17,779 | $80,717-78.0% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 19.94% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,148 | $2,761-22.2% | $4,305-50.1% | $2,631-18.4% |
| Participant deferral / active EE | $4,086 | $3,303+23.7% | $5,540-26.3% | $4,212-3.0% |
| Admin fee / account holder | $1,659 | $6,746-75.4% | $14,329-88.4% | $7,344-77.4% |