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 | $23,721 | $111,754-78.8% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 21.46% | 24.77%-3.3pp | 24.88%-3.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,035 | $4,212+19.5% | $3,868+30.2% | $4,660+8.1% |
| Participant deferral / active EE | $8,286 | $5,619+47.5% | $5,057+63.8% | $6,688+23.9% |
| Admin fee / account holder | $9,017 | $9,750-7.5% | $8,355+7.9% | $13,397-32.7% |