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 4-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 | $23,484 | $74,888-68.6% | $71,209-67.0% | $142,382-83.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.75% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,410 | $2,854-15.6% | $2,721-11.4% | $4,299-43.9% |
| Participant deferral / active EE | $4,240 | $4,454-4.8% | $4,175+1.6% | $6,507-34.8% |
| Admin fee / account holder | $1,148 | $5,568-79.4% | $5,349-78.5% | $12,624-90.9% |