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 6-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 | $35,355 | $54,705-35.4% | $71,209-50.3% | $84,808-58.3% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 22.49% | 35.90%-13.4pp | 282.51%-260.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,670 | $2,158+23.7% | $2,721-1.9% | $2,631+1.5% |
| Participant deferral / active EE | $7,719 | $3,030+154.7% | $4,175+84.9% | $4,212+83.3% |
| Admin fee / account holder | $2,015 | $4,863-58.6% | $5,349-62.3% | $7,344-72.6% |