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 | $24,924 | $53,127-53.1% | $86,590-71.2% | $70,131-64.5% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 21.97% | 27.66%-5.7pp | 964.84%-942.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $2,946 | $2,068+42.4% | $2,839+3.8% | $2,342+25.8% |
| Participant deferral / active EE | $7,540 | $2,696+179.7% | $3,609+108.9% | $3,332+126.3% |
| Admin fee / account holder | $3,256 | $3,585-9.2% | $4,906-33.6% | $4,645-29.9% |