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 9-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 | $16,992 | $63,764-73.4% | $81,930-79.3% | $79,858-78.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.02% | 22.66%-7.6pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,997 | $1,795+66.9% | $4,310-30.5% | $2,471+21.3% |
| Participant deferral / active EE | $4,410 | $2,780+58.6% | $7,107-37.9% | $3,740+17.9% |
| Admin fee / account holder | $2,514 | $4,426-43.2% | $5,158-51.3% | $5,306-52.6% |