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 | $20,623 | $24,730-16.6% | $66,042-68.8% | $84,808-75.7% |
| Participation rate | 96.6% | 68.1%+28.5pp | 67.5%+29.0pp | 68.3%+28.2pp |
| Annual return | 18.91% | 79.55%-60.6pp | 52.11%-33.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $839 | $857-2.0% | $1,579-46.8% | $2,631-68.1% |
| Participant deferral / active EE | $3,316 | $1,737+90.9% | $2,835+17.0% | $4,212-21.3% |
| Admin fee / account holder | $379 | $3,014-87.4% | $5,747-93.4% | $7,344-94.8% |