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 4-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 | $24,454 | $73,360-66.7% | $177,989-86.3% | $74,495-67.2% |
| Participation rate | 71.7% | 66.6%+5.1pp | 77.1%-5.4pp | 67.2%+4.5pp |
| Annual return | 19.09% | 17.49%+1.6pp | 294.48%-275.4pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $3,146 | $2,216+41.9% | $3,949-20.3% | $2,623+19.9% |
| Participant deferral / active EE | $5,317 | $4,513+17.8% | $6,276-15.3% | $4,346+22.4% |
| Admin fee / account holder | $2,095 | $1,808+15.9% | $10,363-79.8% | $1,942+7.9% |