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 | $23,859 | $27,915-14.5% | $58,482-59.2% | $75,163-68.3% |
| Participation rate | 70.8% | 38.8%+31.9pp | 50.9%+19.9pp | 67.2%+3.6pp |
| Annual return | 20.90% | 44.20%-23.3pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,919 | $669+336.3% | $1,053+177.1% | $2,670+9.3% |
| Participant deferral / active EE | $5,939 | $1,201+394.4% | $1,924+208.7% | $4,125+44.0% |
| Admin fee / account holder | $5,233 | $1,726+203.2% | $2,516+108.0% | $5,651-7.4% |