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 3-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 | $25,276 | $54,705-53.8% | $71,209-64.5% | $84,808-70.2% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 22.57% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,458 | $2,158+60.3% | $2,721+27.1% | $2,631+31.4% |
| Participant deferral / active EE | $6,942 | $3,030+129.1% | $4,175+66.3% | $4,212+64.8% |
| Admin fee / account holder | $1,484 | $4,863-69.5% | $5,349-72.3% | $7,344-79.8% |