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 | $31,240 | $77,899-59.9% | $149,673-79.1% | $75,163-58.4% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.3pp |
| Annual return | 15.06% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $5,589 | $3,137+78.1% | $4,818+16.0% | $2,670+109.3% |
| Participant deferral / active EE | $2,177 | $3,411-36.2% | $5,680-61.7% | $4,125-47.2% |
| Admin fee / account holder | $20,266 | $5,956+240.2% | $13,210+53.4% | $5,651+258.6% |