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 9-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 | $20,060 | $117,983-83.0% | $101,794-80.3% | $142,382-85.9% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.2%+13.4pp | 80.1%+2.5pp |
| Annual return | 17.06% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,005 | $2,773-63.8% | $2,289-56.1% | $4,299-76.6% |
| Participant deferral / active EE | $1,389 | $4,714-70.5% | $4,084-66.0% | $6,507-78.6% |
| Admin fee / account holder | $621 | $10,433-94.1% | $8,777-92.9% | $12,624-95.1% |