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 | $28,036 | $49,915-43.8% | $154,803-81.9% | $74,304-62.3% |
| Participation rate | 96.0% | 54.0%+42.1pp | 78.1%+18.0pp | 60.3%+35.7pp |
| Annual return | 15.58% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,144 | $1,611+33.1% | $4,305-50.2% | $2,241-4.3% |
| Participant deferral / active EE | $2,106 | $2,255-6.6% | $5,540-62.0% | $3,767-44.1% |
| Admin fee / account holder | $5,174 | $2,189+136.4% | $14,329-63.9% | $2,969+74.3% |