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 6-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 | $24,858 | $68,547-63.7% | $120,354-79.3% | $80,856-69.3% |
| Participation rate | 90.7% | 61.6%+29.1pp | 71.9%+18.8pp | 67.6%+23.1pp |
| Annual return | 17.09% | 23.60%-6.5pp | 107.15%-90.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,266 | $2,051+59.2% | $3,463-5.7% | $2,755+18.6% |
| Participant deferral / active EE | $6,685 | $3,173+110.7% | $4,991+33.9% | $4,296+55.6% |
| Admin fee / account holder | $1,483 | $5,732-74.1% | $9,423-84.3% | $6,918-78.6% |