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 7-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 | $29,721 | $98,463-69.8% | $119,258-75.1% | $85,850-65.4% |
| Participation rate | 81.1% | 77.6%+3.5pp | 82.7%-1.6pp | 69.3%+11.8pp |
| Annual return | 19.42% | 38.53%-19.1pp | 30.69%-11.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $3,741 | $3,698+1.2% | $4,384-14.7% | $2,565+45.8% |
| Participant deferral / active EE | $8,044 | $4,942+62.8% | $6,111+31.6% | $3,952+103.6% |
| Admin fee / account holder | $19,263 | $7,493+157.1% | $7,226+166.6% | $6,260+207.7% |