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 4-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 | $22,199 | $64,839-65.8% | $95,585-76.8% | $84,808-73.8% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.3%+21.7pp |
| Annual return | 16.48% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,124 | $1,759+20.8% | $2,527-15.9% | $2,631-19.3% |
| Participant deferral / active EE | $4,287 | $2,965+44.6% | $4,023+6.6% | $4,212+1.8% |
| Admin fee / account holder | $2,995 | $5,964-49.8% | $6,127-51.1% | $7,344-59.2% |