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 | $26,723 | $93,571-71.4% | $135,903-80.3% | $75,163-64.4% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 26.19% | 30.90%-4.7pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $6,671 | $3,537+88.6% | $4,856+37.4% | $2,670+149.9% |
| Participant deferral / active EE | $16,861 | $6,404+163.3% | $7,758+117.3% | $4,125+308.7% |
| Admin fee / account holder | $8,698 | $6,975+24.7% | $10,762-19.2% | $5,651+53.9% |