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 | $28,389 | $81,248-65.1% | $155,509-81.7% | $80,856-64.9% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 14.76% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,927 | $3,100+91.2% | $4,672+26.9% | $2,755+115.2% |
| Participant deferral / active EE | $2,759 | $3,452-20.1% | $5,626-51.0% | $4,296-35.8% |
| Admin fee / account holder | $6,282 | $7,997-21.5% | $15,912-60.5% | $6,918-9.2% |