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 | $20,451 | $73,933-72.3% | $96,683-78.8% | $75,163-72.8% |
| Participation rate | 81.7% | 66.4%+15.2pp | 74.3%+7.3pp | 67.2%+14.5pp |
| Annual return | 30.42% | 26.70%+3.7pp | 35.69%-5.3pp | 160.62%-130.2pp |
| Employer contribution / active EE | $1,083 | $2,928-63.0% | $3,737-71.0% | $2,670-59.4% |
| Participant deferral / active EE | $3,779 | $3,659+3.3% | $4,878-22.5% | $4,125-8.4% |
| Admin fee / account holder | $1,634 | $5,216-68.7% | $6,730-75.7% | $5,651-71.1% |