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 9-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 | $22,595 | $46,553-51.5% | $64,056-64.7% | $75,163-69.9% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 17.79% | 26.03%-8.2pp | 33.69%-15.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,303 | $1,974+118.0% | $2,747+56.7% | $2,670+61.2% |
| Participant deferral / active EE | $2,664 | $2,837-6.1% | $3,880-31.4% | $4,125-35.4% |
| Admin fee / account holder | $2,518 | $2,952-14.7% | $3,068-17.9% | $5,651-55.4% |