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 | $22,409 | $110,261-79.7% | $95,745-76.6% | $139,434-83.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.25% | 27.11%-11.9pp | 28.35%-13.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,574 | $3,257+40.4% | $2,835+61.4% | $4,751-3.7% |
| Participant deferral / active EE | $3,558 | $4,676-23.9% | $4,245-16.2% | $6,710-47.0% |
| Admin fee / account holder | $25,901 | $6,613+291.7% | $5,678+356.2% | $11,403+127.2% |