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 8-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 | $30,961 | $58,208-46.8% | $81,812-62.2% | $80,856-61.7% |
| Participation rate | 98.4% | 63.4%+34.9pp | 72.3%+26.0pp | 67.6%+30.7pp |
| Annual return | 14.01% | 41.66%-27.6pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,418 | $2,340+46.1% | $2,912+17.4% | $2,755+24.1% |
| Participant deferral / active EE | $5,993 | $3,281+82.6% | $4,319+38.8% | $4,296+39.5% |
| Admin fee / account holder | $1,811 | $4,981-63.6% | $7,386-75.5% | $6,918-73.8% |