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 3-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 | $18,063 | $54,705-67.0% | $71,209-74.6% | $84,808-78.7% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 21.54% | 35.90%-14.4pp | 282.51%-261.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,317 | $2,158-38.9% | $2,721-51.6% | $2,631-49.9% |
| Participant deferral / active EE | $4,983 | $3,030+64.4% | $4,175+19.3% | $4,212+18.3% |
| Admin fee / account holder | $474 | $4,863-90.2% | $5,349-91.1% | $7,344-93.5% |