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 | $16,729 | $52,279-68.0% | $89,391-81.3% | $79,858-79.1% |
| Participation rate | 84.3% | 57.5%+26.7pp | 68.0%+16.3pp | 69.6%+14.7pp |
| Annual return | 22.16% | 22.16%0pp | 245.62%-223.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,539 | $1,572-2.1% | $2,586-40.5% | $2,471-37.7% |
| Participant deferral / active EE | $3,300 | $2,740+20.4% | $3,890-15.2% | $3,740-11.8% |
| Admin fee / account holder | $948 | $3,356-71.8% | $4,881-80.6% | $5,306-82.1% |