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 8-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 | $17,990 | $72,012-75.0% | $185,823-90.3% | $79,858-77.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 30.91% | 23.12%+7.8pp | 35.95%-5.0pp | 31.71%-0.8pp |
| Employer contribution / active EE | $1,632 | $1,965-16.9% | $4,087-60.1% | $2,471-33.9% |
| Participant deferral / active EE | $5,493 | $3,779+45.4% | $5,632-2.5% | $3,740+46.9% |
| Admin fee / account holder | $956 | $4,513-78.8% | $9,500-89.9% | $5,306-82.0% |