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 8-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 | $21,443 | $54,705-60.8% | $71,209-69.9% | $84,808-74.7% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 17.51% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,332 | $2,158+8.1% | $2,721-14.3% | $2,631-11.3% |
| Participant deferral / active EE | $3,652 | $3,030+20.5% | $4,175-12.5% | $4,212-13.3% |
| Admin fee / account holder | $753 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |