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 | $52,255 | $69,515-24.8% | $86,874-39.8% | $85,850-39.1% |
| Participation rate | 77.8% | 66.3%+11.5pp | 71.6%+6.1pp | 69.3%+8.5pp |
| Annual return | 12.26% | 20.12%-7.9pp | 63.52%-51.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,497 | $1,880+139.1% | $2,495+80.2% | $2,565+75.3% |
| Participant deferral / active EE | $1,553 | $2,919-46.8% | $3,699-58.0% | $3,952-60.7% |
| Admin fee / account holder | $3,237 | $5,972-45.8% | $5,828-44.5% | $6,260-48.3% |