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 8-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 | $25,189 | $56,114-55.1% | $96,139-73.8% | $85,850-70.7% |
| Participation rate | 80.6% | 56.7%+23.8pp | 68.4%+12.1pp | 69.3%+11.2pp |
| Annual return | 15.77% | 42.30%-26.5pp | 191.94%-176.2pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,479 | $1,620-8.7% | $2,797-47.1% | $2,565-42.3% |
| Participant deferral / active EE | $4,430 | $2,859+54.9% | $4,349+1.9% | $3,952+12.1% |
| Admin fee / account holder | $4,344 | $3,768+15.3% | $5,537-21.5% | $6,260-30.6% |