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 9-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 | $21,234 | $95,416-77.7% | $185,823-88.6% | $85,850-75.3% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 36.64% | 23.59%+13.1pp | 122.05%-85.4pp | 318.53%-281.9pp |
| Employer contribution / active EE | $1,159 | $3,314-65.0% | $5,167-77.6% | $2,565-54.8% |
| Participant deferral / active EE | $3,503 | $3,423+2.3% | $5,568-37.1% | $3,952-11.3% |
| Admin fee / account holder | $1,318 | $7,213-81.7% | $16,237-91.9% | $6,260-79.0% |