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 4-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 | $22,512 | $48,795-53.9% | $65,493-65.6% | $84,808-73.5% |
| Participation rate | 92.3% | 67.0%+25.3pp | 73.1%+19.2pp | 68.3%+24.0pp |
| Annual return | 30.22% | 20.20%+10.0pp | 982.45%-952.2pp | 40.90%-10.7pp |
| Employer contribution / active EE | $2,925 | $1,930+51.6% | $2,574+13.6% | $2,631+11.2% |
| Participant deferral / active EE | $4,953 | $2,928+69.1% | $3,961+25.0% | $4,212+17.6% |
| Admin fee / account holder | $1,399 | $3,877-63.9% | $5,028-72.2% | $7,344-81.0% |