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 | $21,066 | $45,863-54.1% | $77,024-72.6% | $68,494-69.2% |
| Participation rate | 96.6% | 55.9%+40.7pp | 67.9%+28.7pp | 67.9%+28.7pp |
| Annual return | 89.61% | 1.72%+87.9pp | 42.32%+47.3pp | -7.84%+97.5pp |
| Employer contribution / active EE | $7,031 | $1,650+326.2% | $2,812+150.0% | $2,596+170.8% |
| Participant deferral / active EE | $9,593 | $2,962+223.9% | $4,426+116.7% | $4,027+138.2% |
| Admin fee / account holder | $1,528 | $3,041-49.8% | $5,425-71.8% | $5,403-71.7% |