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 4-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 | $22,976 | $51,175-55.1% | $70,515-67.4% | $75,163-69.4% |
| Participation rate | 81.4% | 60.9%+20.5pp | 68.3%+13.0pp | 67.2%+14.2pp |
| Annual return | 23.64% | 30.02%-6.4pp | 32.77%-9.1pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,291 | $1,826+25.5% | $2,973-22.9% | $2,670-14.2% |
| Participant deferral / active EE | $3,323 | $2,849+16.6% | $4,567-27.2% | $4,125-19.4% |
| Admin fee / account holder | $959 | $4,091-76.5% | $6,412-85.0% | $5,651-83.0% |