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 | $27,582 | $93,571-70.5% | $135,903-79.7% | $75,163-63.3% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 21.51% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $5,085 | $3,537+43.8% | $4,856+4.7% | $2,670+90.5% |
| Participant deferral / active EE | $12,220 | $6,404+90.8% | $7,758+57.5% | $4,125+196.2% |
| Admin fee / account holder | $8,267 | $6,975+18.5% | $10,762-23.2% | $5,651+46.3% |