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 7-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 | $24,367 | $65,561-62.8% | $86,188-71.7% | $75,163-67.6% |
| Participation rate | 78.1% | 60.5%+17.6pp | 69.0%+9.2pp | 67.2%+10.9pp |
| Annual return | 16.15% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $776 | $1,553-50.0% | $2,380-67.4% | $2,670-70.9% |
| Participant deferral / active EE | $5,529 | $3,024+82.9% | $3,985+38.7% | $4,125+34.0% |
| Admin fee / account holder | $1,536 | $5,474-71.9% | $6,852-77.6% | $5,651-72.8% |