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 8-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 | $31,822 | $105,181-69.7% | $159,436-80.0% | $85,850-62.9% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.8%+1.0pp | 69.3%+14.6pp |
| Annual return | 14.47% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,844 | $3,318-14.3% | $4,829-41.1% | $2,565+10.9% |
| Participant deferral / active EE | $6,926 | $5,945+16.5% | $7,352-5.8% | $3,952+75.3% |
| Admin fee / account holder | $4,394 | $6,933-36.6% | $10,799-59.3% | $6,260-29.8% |