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 7-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 | $21,046 | $58,208-63.8% | $81,812-74.3% | $80,856-74.0% |
| Participation rate | 85.3% | 63.4%+21.9pp | 72.3%+13.0pp | 67.6%+17.7pp |
| Annual return | 16.49% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,052 | $2,340+30.4% | $2,912+4.8% | $2,755+10.8% |
| Participant deferral / active EE | $4,975 | $3,281+51.6% | $4,319+15.2% | $4,296+15.8% |
| Admin fee / account holder | $2,146 | $4,981-56.9% | $7,386-70.9% | $6,918-69.0% |