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 3-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 | $24,278 | $74,888-67.6% | $71,209-65.9% | $142,382-82.9% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 21.39% | 345.14%-323.8pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,541 | $2,854+24.0% | $2,721+30.1% | $4,299-17.6% |
| Participant deferral / active EE | $8,173 | $4,454+83.5% | $4,175+95.8% | $6,507+25.6% |
| Admin fee / account holder | $4,042 | $5,568-27.4% | $5,349-24.4% | $12,624-68.0% |