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 | $23,499 | $54,705-57.0% | $71,209-67.0% | $84,808-72.3% |
| Participation rate | 72.3% | 64.1%+8.3pp | 73.8%-1.4pp | 68.3%+4.0pp |
| Annual return | 18.57% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,490 | $2,158+15.4% | $2,721-8.5% | $2,631-5.4% |
| Participant deferral / active EE | $4,190 | $3,030+38.3% | $4,175+0.4% | $4,212-0.5% |
| Admin fee / account holder | $5,389 | $4,863+10.8% | $5,349+0.8% | $7,344-26.6% |