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 3-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 | $16,803 | $68,719-75.5% | $91,541-81.6% | $84,808-80.2% |
| Participation rate | 94.6% | 64.5%+30.1pp | 69.8%+24.8pp | 68.3%+26.3pp |
| Annual return | 21.48% | 19.12%+2.4pp | 20.50%+1.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $4,891 | $1,920+154.8% | $2,505+95.3% | $2,631+85.9% |
| Participant deferral / active EE | $6,578 | $3,136+109.8% | $4,008+64.1% | $4,212+56.2% |
| Admin fee / account holder | $478 | $5,786-91.7% | $6,956-93.1% | $7,344-93.5% |