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 5-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 | $15,840 | $48,230-67.2% | $67,502-76.5% | $80,856-80.4% |
| Participation rate | 96.6% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.0pp |
| Annual return | 20.43% | 18.28%+2.2pp | 3512.12%-3491.7pp | 35.59%-15.2pp |
| Employer contribution / active EE | $3,067 | $2,020+51.8% | $2,731+12.3% | $2,755+11.3% |
| Participant deferral / active EE | $4,152 | $2,924+42.0% | $4,000+3.8% | $4,296-3.3% |
| Admin fee / account holder | $805 | $3,681-78.1% | $3,998-79.9% | $6,918-88.4% |