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 | $21,827 | $53,516-59.2% | $126,539-82.8% | $84,808-74.3% |
| Participation rate | 96.9% | 58.2%+38.7pp | 69.8%+27.1pp | 68.3%+28.6pp |
| Annual return | 23.16% | 58.34%-35.2pp | 425.95%-402.8pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,876 | $1,535+87.4% | $3,674-21.7% | $2,631+9.3% |
| Participant deferral / active EE | $5,302 | $2,671+98.5% | $4,083+29.9% | $4,212+25.9% |
| Admin fee / account holder | $2,227 | $4,497-50.5% | $6,065-63.3% | $7,344-69.7% |