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 | $24,019 | $78,672-69.5% | $109,143-78.0% | $85,850-72.0% |
| Participation rate | 73.2% | 68.3%+4.9pp | 75.9%-2.7pp | 69.3%+3.9pp |
| Annual return | 19.29% | 25.09%-5.8pp | 25.75%-6.5pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,309 | $2,735-15.6% | $3,722-38.0% | $2,565-10.0% |
| Participant deferral / active EE | $3,718 | $3,467+7.2% | $4,653-20.1% | $3,952-5.9% |
| Admin fee / account holder | $9,086 | $5,469+66.1% | $6,752+34.6% | $6,260+45.2% |