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 | $29,363 | $74,888-60.8% | $71,209-58.8% | $142,382-79.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.95% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,227 | $2,854-22.0% | $2,721-18.2% | $4,299-48.2% |
| Participant deferral / active EE | $4,346 | $4,454-2.4% | $4,175+4.1% | $6,507-33.2% |
| Admin fee / account holder | $656 | $5,568-88.2% | $5,349-87.7% | $12,624-94.8% |