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 8-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 | $21,162 | $74,888-71.7% | $71,209-70.3% | $142,382-85.1% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 20.57% | 345.14%-324.6pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,233 | $2,854-56.8% | $2,721-54.7% | $4,299-71.3% |
| Participant deferral / active EE | $4,923 | $4,454+10.5% | $4,175+17.9% | $6,507-24.4% |
| Admin fee / account holder | $10,333 | $5,568+85.6% | $5,349+93.2% | $12,624-18.1% |