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 3-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 | $21,810 | $64,839-66.4% | $95,585-77.2% | $84,808-74.3% |
| Participation rate | 97.1% | 63.8%+33.3pp | 72.1%+25.1pp | 68.3%+28.8pp |
| Annual return | 33.95% | -670.96%+704.9pp | 38.56%-4.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $4,368 | $1,759+148.3% | $2,527+72.9% | $2,631+66.0% |
| Participant deferral / active EE | $8,855 | $2,965+198.7% | $4,023+120.1% | $4,212+110.3% |
| Admin fee / account holder | $1,891 | $5,964-68.3% | $6,127-69.1% | $7,344-74.2% |