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 9-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 | $19,326 | $54,705-64.7% | $71,209-72.9% | $84,808-77.2% |
| Participation rate | 95.7% | 64.1%+31.6pp | 73.8%+21.9pp | 68.3%+27.3pp |
| Annual return | 13.63% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,703 | $2,158+25.2% | $2,721-0.7% | $2,631+2.7% |
| Participant deferral / active EE | $3,958 | $3,030+30.6% | $4,175-5.2% | $4,212-6.0% |
| Admin fee / account holder | $2,087 | $4,863-57.1% | $5,349-61.0% | $7,344-71.6% |