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 | $20,388 | $55,706-63.4% | $75,886-73.1% | $72,985-72.1% |
| Participation rate | 73.1% | 61.1%+11.9pp | 69.3%+3.8pp | 69.5%+3.6pp |
| Annual return | 132.16% | 27.59%+104.6pp | 30.76%+101.4pp | 81.00%+51.2pp |
| Employer contribution / active EE | $3,079 | $1,687+82.6% | $2,500+23.1% | $2,440+26.2% |
| Participant deferral / active EE | $7,260 | $2,634+175.7% | $3,603+101.5% | $3,607+101.3% |
| Admin fee / account holder | $795 | $3,978-80.0% | $5,418-85.3% | $5,124-84.5% |