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 | $19,701 | $85,202-76.9% | $172,739-88.6% | $72,985-73.0% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 29.62% | 27.32%+2.3pp | 802.84%-773.2pp | 81.00%-51.4pp |
| Employer contribution / active EE | $2,031 | $3,324-38.9% | $5,143-60.5% | $2,440-16.8% |
| Participant deferral / active EE | $921 | $3,260-71.8% | $5,198-82.3% | $3,607-74.5% |
| Admin fee / account holder | $3,065 | $5,884-47.9% | $13,954-78.0% | $5,124-40.2% |