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 | $27,174 | $81,248-66.6% | $155,509-82.5% | $80,856-66.4% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.7pp | 67.6%+31.2pp |
| Annual return | 12.56% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,359 | $3,100+137.4% | $4,672+57.5% | $2,755+167.1% |
| Participant deferral / active EE | $5,994 | $3,452+73.7% | $5,626+6.5% | $4,296+39.5% |
| Admin fee / account holder | $1,594 | $7,997-80.1% | $15,912-90.0% | $6,918-77.0% |