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 | $17,786 | $56,053-68.3% | $75,972-76.6% | $80,856-78.0% |
| Participation rate | 96.3% | 62.0%+34.3pp | 69.1%+27.3pp | 67.6%+28.7pp |
| Annual return | 32.06% | 20.53%+11.5pp | 359.55%-327.5pp | 35.59%-3.5pp |
| Employer contribution / active EE | $1,285 | $1,874-31.4% | $2,685-52.1% | $2,755-53.3% |
| Participant deferral / active EE | $2,803 | $3,052-8.2% | $4,255-34.1% | $4,296-34.8% |
| Admin fee / account holder | $7,245 | $5,234+38.4% | $6,467+12.0% | $6,918+4.7% |