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 | $27,806 | $68,346-59.3% | $94,646-70.6% | $75,163-63.0% |
| Participation rate | 93.8% | 76.1%+17.6pp | 80.8%+12.9pp | 67.2%+26.6pp |
| Annual return | 21.25% | 616.93%-595.7pp | 156.71%-135.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,984 | $2,701+10.5% | $3,672-18.7% | $2,670+11.8% |
| Participant deferral / active EE | $11,621 | $6,537+77.8% | $7,418+56.7% | $4,125+181.7% |
| Admin fee / account holder | $8,489 | $5,326+59.4% | $7,231+17.4% | $5,651+50.2% |