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 6-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 | $22,562 | $91,190-75.3% | $178,490-87.4% | $79,858-71.7% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 22.48% | 24.19%-1.7pp | 151.07%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $5,130 | $3,256+57.6% | $5,011+2.4% | $2,471+107.6% |
| Participant deferral / active EE | $3,175 | $3,236-1.9% | $5,202-39.0% | $3,740-15.1% |
| Admin fee / account holder | $2,712 | $6,751-59.8% | $13,984-80.6% | $5,306-48.9% |