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 | $27,083 | $46,674-42.0% | $117,472-76.9% | $68,494-60.5% |
| Participation rate | 92.9% | 56.8%+36.1pp | 70.6%+22.3pp | 67.9%+25.0pp |
| Annual return | 137.78% | -14.52%+152.3pp | 29.74%+108.0pp | -7.84%+145.6pp |
| Employer contribution / active EE | $4,234 | $1,505+181.4% | $4,176+1.4% | $2,596+63.1% |
| Participant deferral / active EE | $7,293 | $2,636+176.7% | $4,070+79.2% | $4,027+81.1% |
| Admin fee / account holder | $9,129 | $4,020+127.1% | $5,645+61.7% | $5,403+69.0% |