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 | $19,083 | $43,133-55.8% | $89,391-78.7% | $73,488-74.0% |
| Participation rate | 96.1% | 55.0%+41.2pp | 68.0%+28.1pp | 70.7%+25.4pp |
| Annual return | 18.47% | 135.66%-117.2pp | 245.62%-227.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,373 | $1,438-4.5% | $2,586-46.9% | $2,270-39.5% |
| Participant deferral / active EE | $3,177 | $2,445+30.0% | $3,890-18.3% | $3,740-15.0% |
| Admin fee / account holder | $1,372 | $444+209.3% | $4,881-71.9% | $513+167.5% |