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 | $15,664 | $104,974-85.1% | $95,585-83.6% | $142,382-89.0% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 16.21% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,990 | $2,779+115.6% | $2,527+137.1% | $4,299+39.3% |
| Participant deferral / active EE | $9,618 | $4,352+121.0% | $4,023+139.1% | $6,507+47.8% |
| Admin fee / account holder | $16,527 | $6,386+158.8% | $6,127+169.7% | $12,624+30.9% |