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 | $16,031 | $100,773-84.1% | $88,946-82.0% | $142,382-88.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 23.76% | 70.18%-46.4pp | 57.82%-34.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,056 | $2,918-29.5% | $2,555-19.5% | $4,299-52.2% |
| Participant deferral / active EE | $4,506 | $5,230-13.9% | $4,581-1.7% | $6,507-30.8% |
| Admin fee / account holder | $2,907 | $9,693-70.0% | $8,261-64.8% | $12,624-77.0% |