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 | $28,998 | $89,753-67.7% | $107,525-73.0% | $84,808-65.8% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 22.11% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,646 | $3,113-15.0% | $3,754-29.5% | $2,631+0.6% |
| Participant deferral / active EE | $7,174 | $4,056+76.9% | $5,116+40.2% | $4,212+70.3% |
| Admin fee / account holder | $1,396 | $7,222-80.7% | $8,919-84.3% | $7,344-81.0% |