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 | $23,885 | $64,324-62.9% | $118,925-79.9% | $79,858-70.1% |
| Participation rate | 91.4% | 64.9%+26.6pp | 75.4%+16.0pp | 69.6%+21.8pp |
| Annual return | 26.38% | 86.45%-60.1pp | 35.88%-9.5pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,626 | $1,836-11.4% | $3,263-50.2% | $2,471-34.2% |
| Participant deferral / active EE | $2,414 | $2,824-14.5% | $4,265-43.4% | $3,740-35.4% |
| Admin fee / account holder | $681 | $4,040-83.1% | $6,581-89.7% | $5,306-87.2% |