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 | $25,948 | $49,173-47.2% | $121,098-78.6% | $75,163-65.5% |
| Participation rate | 72.4% | 55.4%+17.0pp | 69.5%+2.9pp | 67.2%+5.2pp |
| Annual return | 14.65% | 55.99%-41.3pp | 985.75%-971.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $640 | $1,546-58.6% | $4,164-84.6% | $2,670-76.0% |
| Participant deferral / active EE | $2,181 | $2,628-17.0% | $4,080-46.5% | $4,125-47.1% |
| Admin fee / account holder | $4,390 | $3,942+11.4% | $5,644-22.2% | $5,651-22.3% |