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 9-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 | $28,419 | $70,428-59.6% | $96,562-70.6% | $85,850-66.9% |
| Participation rate | 96.8% | 61.8%+35.0pp | 69.8%+27.0pp | 69.3%+27.5pp |
| Annual return | 26.24% | 18.59%+7.6pp | 37.78%-11.5pp | 318.53%-292.3pp |
| Employer contribution / active EE | $4,568 | $1,413+223.3% | $2,356+93.8% | $2,565+78.1% |
| Participant deferral / active EE | $2,209 | $2,894-23.7% | $3,849-42.6% | $3,952-44.1% |
| Admin fee / account holder | $3,278 | $4,997-34.4% | $6,181-47.0% | $6,260-47.6% |