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 4-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 | $17,015 | $95,561-82.2% | $77,163-77.9% | $139,434-87.8% |
| Participation rate | 93.8% | 73.9%+19.8pp | 69.6%+24.2pp | 80.3%+13.4pp |
| Annual return | 17.01% | 54.92%-37.9pp | 37.87%-20.9pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,619 | $3,147+15.0% | $2,535+42.8% | $4,751-23.8% |
| Participant deferral / active EE | $5,536 | $4,624+19.7% | $3,833+44.4% | $6,710-17.5% |
| Admin fee / account holder | $1,564 | $8,295-81.1% | $5,472-71.4% | $11,403-86.3% |