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 10-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 | $25,940 | $53,127-51.2% | $86,590-70.0% | $70,131-63.0% |
| Participation rate | 97.3% | 65.3%+32.0pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 18.26% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,698 | $2,068+30.5% | $2,839-5.0% | $2,342+15.2% |
| Participant deferral / active EE | $2,704 | $2,696+0.3% | $3,609-25.1% | $3,332-18.8% |
| Admin fee / account holder | $4,462 | $3,585+24.4% | $4,906-9.0% | $4,645-3.9% |