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 3-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 | $20,161 | $56,053-64.0% | $75,972-73.5% | $80,856-75.1% |
| Participation rate | 89.6% | 62.0%+27.6pp | 69.1%+20.5pp | 67.6%+21.9pp |
| Annual return | 44.64% | 20.53%+24.1pp | 359.55%-314.9pp | 35.59%+9.0pp |
| Employer contribution / active EE | $1,803 | $1,874-3.8% | $2,685-32.9% | $2,755-34.6% |
| Participant deferral / active EE | $4,722 | $3,052+54.7% | $4,255+11.0% | $4,296+9.9% |
| Admin fee / account holder | $1,762 | $5,234-66.3% | $6,467-72.7% | $6,918-74.5% |