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 | $26,789 | $58,208-54.0% | $81,812-67.3% | $80,856-66.9% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 13.44% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,107 | $2,340-52.7% | $2,912-62.0% | $2,755-59.8% |
| Participant deferral / active EE | $1,526 | $3,281-53.5% | $4,319-64.7% | $4,296-64.5% |
| Admin fee / account holder | $4,159 | $4,981-16.5% | $7,386-43.7% | $6,918-39.9% |