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 | $18,162 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.32% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,134 | $4,961+64.0% | $4,693+73.3% | $4,299+89.2% |
| Participant deferral / active EE | $15,489 | $8,310+86.4% | $7,997+93.7% | $6,507+138.0% |
| Admin fee / account holder | $7,605 | $14,846-48.8% | $13,435-43.4% | $12,624-39.8% |