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 | $22,113 | $81,248-72.8% | $155,509-85.8% | $80,856-72.7% |
| Participation rate | 72.8% | 66.2%+6.6pp | 78.2%-5.3pp | 67.6%+5.2pp |
| Annual return | 14.52% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,497 | $3,100-51.7% | $4,672-68.0% | $2,755-45.6% |
| Participant deferral / active EE | $3,955 | $3,452+14.6% | $5,626-29.7% | $4,296-7.9% |
| Admin fee / account holder | $2,349 | $7,997-70.6% | $15,912-85.2% | $6,918-66.0% |