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 3-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 | $23,190 | $53,516-56.7% | $126,539-81.7% | $84,808-72.7% |
| Participation rate | 92.9% | 58.2%+34.6pp | 69.8%+23.0pp | 68.3%+24.5pp |
| Annual return | 17.50% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,388 | $2,671+26.9% | $4,083-17.0% | $4,212-19.6% |
| Admin fee / account holder | $1,049 | $4,497-76.7% | $6,065-82.7% | $7,344-85.7% |