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 10-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 | $16,648 | $80,717-79.4% | $154,803-89.2% | $84,808-80.4% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 18.17% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,746 | $2,761-36.8% | $4,305-59.5% | $2,631-33.6% |
| Participant deferral / active EE | $1,280 | $3,303-61.3% | $5,540-76.9% | $4,212-69.6% |
| Admin fee / account holder | $583 | $6,746-91.4% | $14,329-95.9% | $7,344-92.1% |