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 | $26,194 | $99,877-73.8% | $84,966-69.2% | $145,922-82.0% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 13.49% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,106 | $3,231+27.1% | $2,727+50.5% | $4,660-11.9% |
| Participant deferral / active EE | $2,354 | $5,291-55.5% | $4,519-47.9% | $6,688-64.8% |
| Admin fee / account holder | $7,824 | $7,248+7.9% | $6,149+27.2% | $13,397-41.6% |