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 6-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 | $24,642 | $59,101-58.3% | $77,163-68.1% | $75,163-67.2% |
| Participation rate | 88.5% | 63.9%+24.6pp | 69.6%+18.9pp | 67.2%+21.3pp |
| Annual return | 72.51% | 26.71%+45.8pp | 37.87%+34.6pp | 160.62%-88.1pp |
| Employer contribution / active EE | $3,280 | $1,995+64.4% | $2,535+29.4% | $2,670+22.9% |
| Participant deferral / active EE | $5,129 | $2,999+71.0% | $3,833+33.8% | $4,125+24.3% |
| Admin fee / account holder | $3,679 | $4,774-22.9% | $5,472-32.8% | $5,651-34.9% |