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 | $22,359 | $58,694-61.9% | $142,863-84.3% | $85,850-74.0% |
| Participation rate | 75.0% | 58.5%+16.5pp | 71.9%+3.1pp | 69.3%+5.7pp |
| Annual return | 16.48% | 27.72%-11.2pp | 5637.54%-5621.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,131 | $1,423+49.8% | $4,144-48.6% | $2,565-16.9% |
| Participant deferral / active EE | $3,710 | $2,607+42.3% | $3,837-3.3% | $3,952-6.1% |
| Admin fee / account holder | $1,474 | $4,239-65.2% | $6,560-77.5% | $6,260-76.4% |