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 | $22,949 | $65,041-64.7% | $90,951-74.8% | $79,858-71.3% |
| Participation rate | 82.7% | 61.6%+21.0pp | 69.0%+13.6pp | 69.6%+13.0pp |
| Annual return | 22.48% | 30.45%-8.0pp | 134.60%-112.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,504 | $1,247+20.6% | $2,122-29.1% | $2,471-39.1% |
| Participant deferral / active EE | $2,727 | $2,512+8.6% | $3,373-19.2% | $3,740-27.1% |
| Admin fee / account holder | $1,426 | $4,536-68.6% | $5,959-76.1% | $5,306-73.1% |