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 | $22,487 | $78,672-71.4% | $109,143-79.4% | $85,850-73.8% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 13.97% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,365 | $2,735+23.0% | $3,722-9.6% | $2,565+31.2% |
| Participant deferral / active EE | $7,520 | $3,467+116.9% | $4,653+61.6% | $3,952+90.3% |
| Admin fee / account holder | $5,080 | $5,469-7.1% | $6,752-24.8% | $6,260-18.8% |