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 | $16,249 | $108,919-85.1% | $100,391-83.8% | $145,922-88.9% |
| Participation rate | 95.2% | 82.9%+12.3pp | 81.5%+13.8pp | 80.3%+15.0pp |
| Annual return | 13.49% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,834 | $4,419+9.4% | $3,942+22.6% | $4,660+3.7% |
| Participant deferral / active EE | $10,002 | $8,445+18.4% | $8,082+23.8% | $6,688+49.6% |
| Admin fee / account holder | $15,507 | $9,689+60.1% | $7,899+96.3% | $13,397+15.7% |