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 | $16,074 | $51,175-68.6% | $70,515-77.2% | $75,163-78.6% |
| Participation rate | 98.2% | 60.9%+37.3pp | 68.3%+29.9pp | 67.2%+31.0pp |
| Annual return | 17.68% | 30.02%-12.3pp | 32.77%-15.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,556 | $1,826-14.8% | $2,973-47.7% | $2,670-41.7% |
| Participant deferral / active EE | $2,108 | $2,849-26.0% | $4,567-53.8% | $4,125-48.9% |
| Admin fee / account holder | $694 | $4,091-83.0% | $6,412-89.2% | $5,651-87.7% |