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 | $15,648 | $106,515-85.3% | $96,683-83.8% | $139,434-88.8% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 16.90% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,483 | $4,103-63.8% | $3,737-60.3% | $4,751-68.8% |
| Participant deferral / active EE | $1,551 | $5,454-71.6% | $4,878-68.2% | $6,710-76.9% |
| Admin fee / account holder | $1,643 | $7,877-79.1% | $6,730-75.6% | $11,403-85.6% |