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 | $24,277 | $95,416-74.6% | $185,823-86.9% | $85,850-71.7% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 17.67% | 23.59%-5.9pp | 122.05%-104.4pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,943 | $3,314-41.4% | $5,167-62.4% | $2,565-24.3% |
| Participant deferral / active EE | $3,593 | $3,423+4.9% | $5,568-35.5% | $3,952-9.1% |
| Admin fee / account holder | $1,569 | $7,213-78.2% | $16,237-90.3% | $6,260-74.9% |