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 | $20,032 | $107,334-81.3% | $92,893-78.4% | $152,861-86.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 21.44% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,700 | $4,221-59.7% | $3,653-53.5% | $4,762-64.3% |
| Participant deferral / active EE | $6,249 | $4,845+29.0% | $4,236+47.5% | $5,850+6.8% |
| Admin fee / account holder | $3,163 | $7,079-55.3% | $5,794-45.4% | $11,596-72.7% |