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 4-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 | $20,605 | $54,705-62.3% | $71,209-71.1% | $84,808-75.7% |
| Participation rate | 92.6% | 64.1%+28.6pp | 73.8%+18.9pp | 68.3%+24.3pp |
| Annual return | 29.19% | 35.90%-6.7pp | 282.51%-253.3pp | 40.90%-11.7pp |
| Employer contribution / active EE | $2,650 | $2,158+22.8% | $2,721-2.6% | $2,631+0.7% |
| Participant deferral / active EE | $5,138 | $3,030+69.5% | $4,175+23.1% | $4,212+22.0% |
| Admin fee / account holder | $2,211 | $4,863-54.5% | $5,349-58.7% | $7,344-69.9% |