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 5-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 | $19,821 | $59,805-66.9% | $79,550-75.1% | $68,494-71.1% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | 124.91% | -12.30%+137.2pp | 0.16%+124.7pp | -7.84%+132.8pp |
| Employer contribution / active EE | $4,960 | $1,505+229.6% | $2,413+105.5% | $2,596+91.0% |
| Participant deferral / active EE | $6,596 | $3,024+118.1% | $3,985+65.5% | $4,027+63.8% |
| Admin fee / account holder | $1,017 | $4,835-79.0% | $6,832-85.1% | $5,403-81.2% |