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 8-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 | $18,568 | $115,770-84.0% | $101,248-81.7% | $158,922-88.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 16.06% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,208 | $4,175-47.1% | $3,660-39.7% | $4,761-53.6% |
| Participant deferral / active EE | $2,929 | $4,957-40.9% | $4,370-33.0% | $5,982-51.0% |
| Admin fee / account holder | $1,387 | $7,245-80.9% | $5,945-76.7% | $11,246-87.7% |