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 4-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 | $25,867 | $71,050-63.6% | $93,606-72.4% | $80,856-68.0% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 67.64% | 11.26%+56.4pp | 133.20%-65.6pp | 35.59%+32.0pp |
| Employer contribution / active EE | $4,000 | $1,564+155.8% | $2,420+65.3% | $2,755+45.2% |
| Participant deferral / active EE | $5,457 | $4,034+35.3% | $4,411+23.7% | $4,296+27.0% |
| Admin fee / account holder | $548 | $6,945-92.1% | $8,285-93.4% | $6,918-92.1% |