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 4-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 | $16,715 | $100,773-83.4% | $88,946-81.2% | $142,382-88.3% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.8%+17.5pp | 80.1%+6.2pp |
| Annual return | 36.18% | 70.18%-34.0pp | 57.82%-21.6pp | 217.08%-180.9pp |
| Employer contribution / active EE | $3,906 | $2,918+33.9% | $2,555+52.9% | $4,299-9.1% |
| Participant deferral / active EE | $6,295 | $5,230+20.4% | $4,581+37.4% | $6,507-3.3% |
| Admin fee / account holder | $2,930 | $9,693-69.8% | $8,261-64.5% | $12,624-76.8% |