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 | $17,705 | $81,248-78.2% | $155,509-88.6% | $80,856-78.1% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 15.18% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,204 | $3,100-28.9% | $4,672-52.8% | $2,755-20.0% |
| Participant deferral / active EE | $3,370 | $3,452-2.4% | $5,626-40.1% | $4,296-21.6% |
| Admin fee / account holder | $1,130 | $7,997-85.9% | $15,912-92.9% | $6,918-83.7% |