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 | $24,330 | $48,230-49.6% | $67,502-64.0% | $80,856-69.9% |
| Participation rate | 86.5% | 66.4%+20.1pp | 72.9%+13.6pp | 67.6%+18.8pp |
| Annual return | 14.31% | 18.28%-4.0pp | 3512.12%-3497.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,164 | $2,020+106.2% | $2,731+52.5% | $2,755+51.2% |
| Participant deferral / active EE | $4,642 | $2,924+58.8% | $4,000+16.1% | $4,296+8.1% |
| Admin fee / account holder | $1,055 | $3,681-71.3% | $3,998-73.6% | $6,918-84.8% |