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 | $22,119 | $48,046-54.0% | $84,611-73.9% | $72,985-69.7% |
| Participation rate | 88.0% | 57.6%+30.4pp | 68.2%+19.8pp | 69.5%+18.5pp |
| Annual return | 170.45% | 37.38%+133.1pp | 258.74%-88.3pp | 81.00%+89.5pp |
| Employer contribution / active EE | $1,336 | $1,602-16.6% | $2,652-49.6% | $2,440-45.3% |
| Participant deferral / active EE | $1,940 | $2,680-27.6% | $3,899-50.2% | $3,607-46.2% |
| Admin fee / account holder | $972 | $3,395-71.4% | $4,912-80.2% | $5,124-81.0% |