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 | $16,305 | $80,717-79.8% | $154,803-89.5% | $84,808-80.8% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 31.50% | 37.96%-6.5pp | 58.88%-27.4pp | 40.90%-9.4pp |
| Employer contribution / active EE | $1,981 | $2,761-28.3% | $4,305-54.0% | $2,631-24.7% |
| Participant deferral / active EE | $5,078 | $3,303+53.7% | $5,540-8.4% | $4,212+20.6% |
| Admin fee / account holder | $392 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |