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 | $23,586 | $81,625-71.1% | $58,482-59.7% | $139,434-83.1% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 17.24% | 7404.20%-7387.0pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $915 | $1,398-34.6% | $1,053-13.2% | $4,751-80.7% |
| Participant deferral / active EE | $3,238 | $2,557+26.7% | $1,924+68.3% | $6,710-51.7% |
| Admin fee / account holder | $1,192 | $3,265-63.5% | $2,516-52.6% | $11,403-89.6% |