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 9-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 | $21,201 | $95,561-77.8% | $77,163-72.5% | $139,434-84.8% |
| Participation rate | 86.7% | 73.9%+12.7pp | 69.6%+17.1pp | 80.3%+6.3pp |
| Annual return | 17.30% | 54.92%-37.6pp | 37.87%-20.6pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,274 | $3,147-27.7% | $2,535-10.3% | $4,751-52.1% |
| Participant deferral / active EE | $4,967 | $4,624+7.4% | $3,833+29.6% | $6,710-26.0% |
| Admin fee / account holder | $5,047 | $8,295-39.2% | $5,472-7.8% | $11,403-55.7% |