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 3-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 | $16,190 | $117,983-86.3% | $101,794-84.1% | $142,382-88.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 27.50% | 36.92%-9.4pp | 30.53%-3.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $3,254 | $2,773+17.4% | $2,289+42.2% | $4,299-24.3% |
| Participant deferral / active EE | $6,801 | $4,714+44.3% | $4,084+66.5% | $6,507+4.5% |
| Admin fee / account holder | $1,603 | $10,433-84.6% | $8,777-81.7% | $12,624-87.3% |