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 | $22,271 | $183,519-87.9% | $155,509-85.7% | $145,922-84.7% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 24.83% | 61.17%-36.3pp | 64.67%-39.8pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,600 | $5,313-32.2% | $4,672-23.0% | $4,660-22.7% |
| Participant deferral / active EE | $8,486 | $6,462+31.3% | $5,626+50.8% | $6,688+26.9% |
| Admin fee / account holder | $2,203 | $19,313-88.6% | $15,912-86.2% | $13,397-83.6% |