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 | $23,116 | $53,516-56.8% | $126,539-81.7% | $84,808-72.7% |
| Participation rate | 88.7% | 58.2%+30.4pp | 69.8%+18.9pp | 68.3%+20.4pp |
| Annual return | 22.49% | 58.34%-35.8pp | 425.95%-403.5pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,543 | $1,535+65.7% | $3,674-30.8% | $2,631-3.4% |
| Participant deferral / active EE | $4,622 | $2,671+73.1% | $4,083+13.2% | $4,212+9.7% |
| Admin fee / account holder | $3,634 | $4,497-19.2% | $6,065-40.1% | $7,344-50.5% |