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 | $22,109 | $77,899-71.6% | $149,673-85.2% | $75,163-70.6% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.3pp |
| Annual return | 24.08% | 31.72%-7.6pp | 134.42%-110.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,467 | $3,137-53.2% | $4,818-69.5% | $2,670-45.0% |
| Participant deferral / active EE | $3,892 | $3,411+14.1% | $5,680-31.5% | $4,125-5.6% |
| Admin fee / account holder | $785 | $5,956-86.8% | $13,210-94.1% | $5,651-86.1% |