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 | $20,213 | $51,576-60.8% | $129,207-84.4% | $80,856-75.0% |
| Participation rate | 89.3% | 57.0%+32.3pp | 69.6%+19.7pp | 67.6%+21.6pp |
| Annual return | 13.05% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,091 | $1,584-31.1% | $4,153-73.7% | $2,755-60.4% |
| Participant deferral / active EE | $4,269 | $2,669+59.9% | $4,168+2.4% | $4,296-0.6% |
| Admin fee / account holder | $6,056 | $4,305+40.7% | $7,715-21.5% | $6,918-12.5% |