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 | $20,364 | $65,409-68.9% | $98,442-79.3% | $85,850-76.3% |
| Participation rate | 93.7% | 65.0%+28.7pp | 73.3%+20.3pp | 69.3%+24.4pp |
| Annual return | 18.06% | 21.76%-3.7pp | 1492.73%-1474.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,059 | $2,168-5.0% | $2,960-30.4% | $2,565-19.7% |
| Participant deferral / active EE | $3,055 | $3,166-3.5% | $4,276-28.6% | $3,952-22.7% |
| Admin fee / account holder | $2,184 | $4,593-52.5% | $5,949-63.3% | $6,260-65.1% |