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 | $16,654 | $64,480-74.2% | $81,382-79.5% | $80,856-79.4% |
| Participation rate | 70.4% | 63.9%+6.5pp | 69.5%+0.9pp | 67.6%+2.7pp |
| Annual return | 16.98% | 16.34%+0.6pp | 24.73%-7.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,733 | $1,978+88.7% | $2,463+51.6% | $2,755+35.5% |
| Participant deferral / active EE | $4,457 | $3,094+44.1% | $3,883+14.8% | $4,296+3.7% |
| Admin fee / account holder | $809 | $5,671-85.7% | $5,768-86.0% | $6,918-88.3% |