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 | $19,905 | $73,933-73.1% | $96,683-79.4% | $75,163-73.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 16.63% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,422 | $2,928-17.3% | $3,737-35.2% | $2,670-9.3% |
| Participant deferral / active EE | $4,303 | $3,659+17.6% | $4,878-11.8% | $4,125+4.3% |
| Admin fee / account holder | $2,423 | $5,216-53.5% | $6,730-64.0% | $5,651-57.1% |