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 | $23,502 | $48,230-51.3% | $67,502-65.2% | $80,856-70.9% |
| Participation rate | 85.4% | 66.4%+19.0pp | 72.9%+12.5pp | 67.6%+17.7pp |
| Annual return | 13.63% | 18.28%-4.6pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,837 | $2,020+139.5% | $2,731+77.1% | $2,755+75.6% |
| Participant deferral / active EE | $2,834 | $2,924-3.1% | $4,000-29.1% | $4,296-34.0% |
| Admin fee / account holder | $3,139 | $3,681-14.7% | $3,998-21.5% | $6,918-54.6% |