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 7-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 | $23,696 | $159,901-85.2% | $146,958-83.9% | $145,922-83.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 13.55% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,117 | $5,286-78.9% | $4,933-77.4% | $4,660-76.0% |
| Participant deferral / active EE | $6,364 | $8,428-24.5% | $8,070-21.1% | $6,688-4.8% |
| Admin fee / account holder | $10,988 | $15,044-27.0% | $12,998-15.5% | $13,397-18.0% |